Jump Financial’s W.R. Berkley WRB Stock Holding History

Jump Financial’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	$592K	Sell	8,926 -6,184	-41%	-$426K	0.01%	1161
2025 Q4	$1.06M	Buy	+15,110	New	+$1.11M	0.01%	951
2025 Q1	–	Sell	-8,025	Closed	-$470K	–	2070
2024 Q4	$470K	Sell	8,025 -873	-10%	-$52.3K	0.01%	1104
2024 Q3	$505K	Buy	+8,898	New	+$500K	0.01%	1099
2024 Q2	–	Sell	-17,309	Closed	-$1.02M	–	2333
2024 Q1	$1.02M	Buy	+17,309	New	+$936K	0.03%	790
2023 Q4	–	Sell	-116,211	Closed	-$4.92M	–	2308
2023 Q3	$4.92M	Buy	116,211 +80,928	+229%	+$3.35M	0.18%	112
2023 Q2	$1.4M	Sell	35,283 -101,132	-74%	-$3.98M	0.05%	525
2023 Q1	$5.66M	Buy	+136,415	New	+$6.1M	0.23%	127
2022 Q4	–	Sell	-47,946	Closed	-$2.06M	–	2072
2022 Q3	$2.06M	Sell	47,946 -71,238	-60%	-$3.09M	0.08%	374
2022 Q2	$5.42M	Buy	+119,184	New	+$5.42M	0.23%	27
2022 Q1	–	Sell	-105,525	Closed	-$3.86M	–	1960
2021 Q4	$3.86M	Buy	+105,525	New	+$3.74M	0.24%	43
2021 Q3	–	Sell	-6,685	Closed	-$221K	–	1549
2021 Q2	$221K	Buy	+6,685	New	+$231K	0.02%	811

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