Horizon Financial Services’s W.R. Berkley WRB Stock Holding History

Horizon Financial Services’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	$42.1K	Buy	635 +367	+137%	+$25.3K	0.02%	113
2025 Q4	$18.8K	Buy	268 +34	+15%	+$2.51K	0.01%	144
2025 Q3	$17.9K	Buy	234 +192	+457%	+$13.7K	0.01%	144
2025 Q2	$3.09K	Buy	42 +19	+83%	+$1.36K	﹤0.01%	188
2025 Q1	$1.64K	Buy	+23	New	+$1.41K	﹤0.01%	180
2022 Q1	–	Sell	-185	Closed	-$6.76K	–	120
2021 Q4	$6.76K	Hold	185	–	–	﹤0.01%	99
2021 Q3	$6K	Hold	185	–	–	﹤0.01%	116
2021 Q2	$6K	Hold	185	–	–	﹤0.01%	105
2021 Q1	$6K	Hold	185	–	–	0.01%	75
2020 Q4	$5K	Hold	185	–	–	﹤0.01%	68
2020 Q3	$5K	Buy	+185	New	+$5.07K	﹤0.01%	66

Other funds holding WRB

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 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