Impact Partnership Wealth’s W.R. Berkley WRB Stock Holding History

Impact Partnership Wealth’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	$312K	Sell	4,708 -10,424	-69%	-$718K	0.04%	268
2025 Q4	$1.06M	Buy	15,132 +3,998	+36%	+$295K	0.14%	102
2025 Q3	$853K	Buy	11,134 +2,632	+31%	+$187K	0.13%	104
2025 Q2	$625K	Sell	8,502 -8,204	-49%	-$588K	0.12%	107
2025 Q1	$1.19M	Buy	16,706 +8,990	+117%	+$551K	0.25%	42
2024 Q4	$452K	Sell	7,716 -2,856	-27%	-$171K	0.09%	143
2024 Q3	$600K	Buy	+10,572	New	+$594K	0.14%	97
2024 Q2	–	Sell	-3,758	Closed	-$222K	–	711
2024 Q1	$222K	Buy	3,758 +104	+3%	+$5.63K	0.09%	157
2023 Q4	$172K	Buy	+3,654	New	+$167K	0.06%	199

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