Handelsbanken Fonder
WRB icon

Handelsbanken Fonder’s W.R. Berkley WRB Stock Holding History

Handelsbanken Fonder’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
Q2 		$5.73M Buy
81,300
+10,487
+15% +$703K 0.02% 468
2026
Q1 		$4.69M Sell
70,813
-12,882
-15% -$887K 0.02% 491
2025
Q4 		$5.87M Buy
83,695
+8,234
+11% +$607K 0.02% 459
2025
Q3 		$5.78M Buy
75,461
+7,784
+12% +$554K 0.02% 453
2025
Q2 		$4.97M Sell
67,677
-28,573
-30% -$2.05M 0.02% 431
2025
Q1 		$6.85M Buy
96,250
+2,304
+2% +$141K 0.03% 389
2024
Q4 		$5.5M Buy
93,946
+38,474
+69% +$2.3M 0.02% 429
2024
Q3 		$3.15M Sell
55,472
-2,016
-4% -$113K 0.01% 526
2024
Q2 		$3.01M Sell
57,488
-8,626
-13% -$462K 0.01% 490
2024
Q1 		$3.9M Buy
66,114
+5,859
+10% +$317K 0.02% 482
2023
Q4 		$2.84M Sell
60,255
-11,228
-16% -$512K 0.01% 497
2023
Q3 		$3.03M Buy
71,483
+10,298
+17% +$427K 0.02% 484
2023
Q2 		$2.43M Sell
61,185
-23,766
-28% -$934K 0.01% 517
2023
Q1 		$3.53M Buy
84,951
+3,630
+4% +$162K 0.02% 457
2022
Q4 		$3.93M Sell
81,321
-30,422
-27% -$1.47M 0.02% 437
2022
Q3 		$4.81M Buy
111,743
+3,864
+4% +$168K 0.03% 420
2022
Q2 		$4.91M Buy
107,879
+3,600
+3% +$164K 0.03% 428
2022
Q1 		$4.63M Buy
104,279
+842
+0.8% +$33.6K 0.03% 459
2021
Q4 		$3.79M Sell
103,437
-1,339
-1% -$47.5K 0.02% 516
2021
Q3 		$3.41M Buy
104,776
+16,493
+19% +$544K 0.02% 534
2021
Q2 		$2.92M Buy
88,283
+12,604
+17% +$436K 0.02% 561
2021
Q1 		$2.53M Buy
75,679
+1,800
+2% +$55.5K 0.01% 562
2020
Q4 		$2.18M Hold
73,879
– – 0.01% 592
2020
Q3 		$2.01M Hold
73,879
– – 0.01% 562
2020
Q2 		$1.88M Buy
+73,879
New +$1.81M 0.02% 533
2016
Q1 		– Sell
-15,792
Closed -$256K – 595
2015
Q4 		$256K Buy
+15,792
New +$258K ﹤0.01% 692

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
APIM
Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return