JT Stratford LLC’s W.R. Berkley WRB Stock Holding History

JT Stratford 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	–	Sell	-8,519	Closed	-$597K	–	331
2025 Q4	$597K	Sell	8,519 -4,476	-34%	-$330K	0.08%	201
2025 Q3	$996K	Sell	12,995 -8,762	-40%	-$624K	0.13%	147
2025 Q2	$1.6M	Sell	21,757 -2,234	-9%	-$160K	0.24%	90
2025 Q1	$1.71M	Sell	23,991 -2,029	-8%	-$124K	0.3%	80
2024 Q4	$1.52M	Buy	26,020 +1,226	+5%	+$73.4K	0.25%	90
2024 Q3	$1.41M	Buy	24,794 +6	+0%	+$337	0.24%	101
2024 Q2	$1.3M	Buy	24,788 +4,001	+19%	+$214K	0.24%	98
2024 Q1	$1.23M	Buy	20,787 +5,211	+33%	+$282K	0.24%	108
2023 Q4	$734K	Buy	+15,576	New	+$710K	0.17%	144

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