HI
WRB icon

Harbour Investments’s W.R. Berkley WRB Stock Holding History

Harbour Investments’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 		$56.4K Sell
851
-2,725
-76% -$188K ﹤0.01% 2276
2025
Q4 		$251K Sell
3,576
-29
-0.8% -$2.14K 0.01% 1172
2025
Q3 		$276K Sell
3,605
-2,692
-43% -$192K 0.01% 1100
2025
Q2 		$463K Buy
6,297
+1,737
+38% +$125K 0.01% 802
2025
Q1 		$324K Buy
4,560
+971
+27% +$59.5K 0.01% 884
2024
Q4 		$210K Buy
3,589
+7
+0.2% +$419 0.01% 1016
2024
Q3 		$203K Sell
3,582
-3,690
-51% -$207K 0.01% 1015
2024
Q2 		$381K Sell
7,272
-896
-11% -$48K 0.01% 707
2024
Q1 		$482K Buy
8,168
+386
+5% +$20.9K 0.02% 605
2023
Q4 		$367K Buy
7,782
+1,453
+23% +$66.2K 0.02% 643
2023
Q3 		$268K Buy
6,329
+6,065
+2,297% +$251K 0.01% 699
2023
Q2 		$10.5K Hold
264
– – ﹤0.01% 2003
2023
Q1 		$11K Hold
264
– – ﹤0.01% 1970
2022
Q4 		$12.8K Buy
264
+18
+7% +$868 ﹤0.01% 1852
2022
Q3 		$11K Hold
246
– – ﹤0.01% 1905
2022
Q2 		$11K Buy
+246
New +$11.2K ﹤0.01% 1905
2021
Q4 		$17K Sell
468
-1,656
-78% -$58.7K ﹤0.01% 1742
2021
Q3 		$69K Buy
2,124
+211
+11% +$6.96K ﹤0.01% 1577
2021
Q2 		$63K Sell
1,913
-207
-10% -$7.17K ﹤0.01% 1679
2021
Q1 		$71K Buy
+2,120
New +$65.4K ﹤0.01% 1484

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