Hoese & Co’s W.R. Berkley WRB Stock Holding History

Hoese & Co’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	–	Sell	-675	Closed	-$49.6K	–	154
2025 Q2	$49.6K	Hold	675	–	–	0.04%	95
2025 Q1	$48K	Hold	675	–	–	0.04%	71
2024 Q4	$39.5K	Hold	675	–	–	0.03%	83
2024 Q3	$38.3K	Hold	675	–	–	0.03%	79
2024 Q2	$36.5K	Hold	675	–	–	0.03%	74
2024 Q1	$37.6K	Hold	675	–	–	0.03%	76
2023 Q4	$32.6K	Hold	675	–	–	0.03%	76
2023 Q3	$28.6K	Hold	675	–	–	0.03%	84
2023 Q2	$26.8K	Hold	675	–	–	0.03%	93
2023 Q1	$29.8K	Hold	675	–	–	0.03%	84
2022 Q4	$34K	Hold	675	–	–	0.04%	86
2022 Q3	$29K	Hold	675	–	–	0.03%	90
2022 Q2	$31K	Buy	675 +225	+50%	+$10.2K	0.03%	91
2022 Q1	$20K	Sell	450 -225	-33%	-$8.97K	0.02%	116
2021 Q4	$25K	Hold	675	–	–	0.02%	109
2021 Q3	$22K	Hold	675	–	–	0.02%	117
2021 Q2	$22K	Buy	+675	New	+$23.4K	0.02%	120

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

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

Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return

Geode Capital Management

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

Janus Henderson Group

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

Principal Financial Group

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return