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

Guerra 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 Q3	$767	Buy	+10	New	+$712	﹤0.01%	729

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

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

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

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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Guerra Advisors's WRB Position: Q3 2025 in Review

Guerra Advisors opened a new position in W.R. Berkley (WRB) in Q3 2025: 10 shares worth $767. The stake represents ﹤0.01% of the portfolio and ranks #729 among its holdings.

931 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

Guerra Advisors held 10 shares of W.R. Berkley worth $767 as of Q3 2025.
W.R. Berkley was a new Guerra Advisors position in Q3 2025.
W.R. Berkley made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #729 holding.
931 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.