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Geller Advisors’s W.R. Berkley WRB Stock Holding History

Geller 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
2024
Q4 		$552K Buy
+9,430
New +$565K 0.04% 120

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Geller Advisors's WRB Position: Q4 2024 in Review

Geller Advisors opened a new position in W.R. Berkley (WRB) in Q4 2024: 9,430 shares worth $552K. The stake represents 0.04% of the portfolio and ranks #120 among its holdings.

873 funds tracked by Wall St. Rank hold WRB as of Q4 2024.

  • Geller Advisors held 9,430 shares of W.R. Berkley worth $552K as of Q4 2024.
  • W.R. Berkley was a new Geller Advisors position in Q4 2024.
  • W.R. Berkley made up 0.04% of Geller Advisors's portfolio in Q4 2024, its #120 holding.
  • 873 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.