FORA Capital’s W.R. Berkley WRB Stock Holding History

FORA Capital’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-60,639	Closed	-$2.52M	–	641
2023 Q1	$2.52M	Buy	+60,639	New	+$2.71M	0.25%	123
2021 Q3	–	Sell	-4,169	Closed	-$138K	–	890
2021 Q2	$138K	Buy	+4,169	New	+$144K	0.03%	518
2021 Q1	–	Sell	-9,824	Closed	-$290K	–	1148
2020 Q4	$290K	Buy	9,824 +1,998	+26%	+$57.6K	0.04%	422
2020 Q3	$213K	Buy	+7,826	New	+$215K	0.14%	165
2020 Q2	–	Sell	-18,743	Closed	-$435K	–	1359
2020 Q1	$435K	Sell	18,743 -8,464	-31%	-$252K	0.09%	271
2019 Q4	$836K	Buy	+27,207	New	+$840K	0.08%	282

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return