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Foundations Investment Advisors’s W.R. Berkley WRB Stock Holding History

Foundations Investment Advisors’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
2025
Q4 		– Sell
-3,373
Closed -$258K – 1196
2025
Q3 		$258K Sell
3,373
-1,543
-31% -$110K ﹤0.01% 912
2025
Q2 		$361K Sell
4,916
-6,483
-57% -$465K 0.01% 684
2025
Q1 		$811K Buy
11,399
+7,083
+164% +$434K 0.02% 456
2024
Q4 		$253K Buy
4,316
+148
+4% +$8.86K ﹤0.01% 708
2024
Q3 		$236K Buy
+4,168
New +$234K 0.01% 711

Other funds holding WRB

MSI
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return