Ingalls & Snyder LLC’s W.R. Berkley WRB Stock Holding History

Ingalls & Snyder LLC’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	$289K	Hold	4,359	–	–	0.01%	375
2025 Q4	$306K	Sell	4,359 -324	-7%	-$23.9K	0.01%	368
2025 Q3	$359K	Sell	4,683 -28	-0.6%	-$1.99K	0.01%	350
2025 Q2	$346K	Sell	4,711 -8	-0.2%	-$573	0.01%	345
2025 Q1	$336K	Sell	4,719 -59	-1%	-$3.62K	0.01%	345
2024 Q4	$280K	Sell	4,778 -33	-0.7%	-$1.98K	0.01%	373
2024 Q3	$273K	Sell	4,811 -10	-0.2%	-$561	0.01%	380
2024 Q2	$253K	Hold	4,821	–	–	0.01%	363
2024 Q1	$284K	Hold	4,821	–	–	0.01%	359
2023 Q4	$227K	Hold	4,821	–	–	0.01%	386
2023 Q3	$204K	Buy	+4,821	New	+$200K	0.01%	394
2023 Q2	–	Sell	-4,865	Closed	-$202K	–	451
2023 Q1	$202K	Sell	4,865 -124	-2%	-$5.55K	0.01%	393
2022 Q4	$241K	Hold	4,989	–	–	0.01%	376
2022 Q3	$215K	Hold	4,989	–	–	0.01%	383
2022 Q2	$227K	Hold	4,989	–	–	0.01%	390
2022 Q1	$221K	Buy	+4,989	New	+$199K	0.01%	426

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