Group One Trading
WRB icon

Group One Trading’s W.R. Berkley WRB Stock Holding History

Group One Trading’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
2026
Q1 		– Sell
-82
Closed -$5.65K – 9903
2025
Q4 		$5.75K Buy
+82
New +$6.04K ﹤0.01% 7121
2025
Q3 		– Hold
0
– – – 10435
2025
Q2 		– Hold
0
– – – 10020
2025
Q1 		– Sell
-379
Closed -$23.2K – 9625
2024
Q4 		$22.2K Sell
379
-1,214
-76% -$72.7K ﹤0.01% 5620
2024
Q3 		$90.4K Buy
+1,593
New +$89.4K ﹤0.01% 4251
2024
Q2 		– Hold
0
– – – 8693
2024
Q1 		– Hold
0
– – – 9128
2023
Q4 		– Sell
-36
Closed -$1.52K – 9427
2023
Q3 		$1.52K Buy
+36
New +$1.49K ﹤0.01% 7125
2023
Q2 		– Hold
0
– – – 9497
2019
Q3 		– Hold
0
– – – 6273
2019
Q2 		– Hold
0
– – – 6071
2018
Q4 		– Sell
-290
Closed -$7K – 5976
2018
Q3 		$7K Hold
290
– – ﹤0.01% 4759
2018
Q2 		$6K Buy
290
+222
+326% +$4.94K ﹤0.01% 4781
2018
Q1 		$1K Buy
+68
New +$1.42K ﹤0.01% 4714
2017
Q3 		– Hold
0
– – – 5650
2017
Q2 		– Hold
0
– – – 5557
2017
Q1 		– Hold
0
– – – 5435

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return