Jackson Grant Investment Advisers’s W.R. Berkley WRB Stock Holding History

Jackson Grant Investment Advisers’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	$1.59K	Hold	24	–	–	﹤0.01%	389
2025 Q4	$1.68K	Hold	24	–	–	﹤0.01%	385
2025 Q3	$1.84K	Hold	24	–	–	﹤0.01%	395
2025 Q2	$1.76K	Hold	24	–	–	﹤0.01%	368
2025 Q1	$1.71K	Hold	24	–	–	﹤0.01%	366
2024 Q4	$1.4K	Hold	24	–	–	﹤0.01%	386
2024 Q3	$1.36K	Hold	24	–	–	﹤0.01%	392
2024 Q2	$1.26K	Hold	24	–	–	﹤0.01%	389
2024 Q1	$1.42K	Hold	24	–	–	﹤0.01%	380
2023 Q4	$1.13K	Hold	24	–	–	﹤0.01%	381
2023 Q3	$1.02K	Hold	24	–	–	﹤0.01%	381
2023 Q2	$953	Hold	24	–	–	﹤0.01%	406
2023 Q1	$996	Buy	+24	New	+$1.07K	﹤0.01%	446

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