Jones Financial Companies
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Jones Financial Companies’s W.R. Berkley WRB Stock Holding History

Jones Financial Companies’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 		$74.3M Buy
1,147,307
+1,139,805
+15,193% +$78.5M 0.04% 259
2025
Q4 		$526K Buy
7,502
+1,310
+21% +$96.5K ﹤0.01% 1500
2025
Q3 		$471K Buy
6,192
+470
+8% +$33.5K ﹤0.01% 1421
2025
Q2 		$415K Buy
5,722
+2,177
+61% +$156K ﹤0.01% 1345
2025
Q1 		$253K Buy
3,545
+1,189
+50% +$72.9K ﹤0.01% 1400
2024
Q4 		$138K Buy
2,356
+939
+66% +$56.2K ﹤0.01% 1502
2024
Q3 		$80.2K Buy
1,417
+304
+27% +$17.1K ﹤0.01% 1479
2024
Q2 		$58.3K Buy
1,113
+426
+62% +$22.8K ﹤0.01% 1197
2024
Q1 		$40.5K Buy
687
+498
+263% +$26.9K ﹤0.01% 769
2023
Q4 		$8.91K Buy
+189
New +$8.62K ﹤0.01% 696

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VCM
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VPM
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Morgan Stanley
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Geode Capital Management
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
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