KEB Asset Management’s W.R. Berkley WRB Stock Holding History

KEB Asset Management’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 Q2	$703K	Hold	9,974	–	–	0.11%	54
2026 Q1	$661K	Sell	9,974 -6	-0.1%	-$413	0.13%	51
2025 Q4	$700K	Buy	9,980 +6	+0.1%	+$442	0.14%	51
2025 Q3	$764K	Hold	9,974	–	–	0.17%	45
2025 Q2	$733K	Hold	9,974	–	–	0.18%	43
2025 Q1	$710K	Sell	9,974 -9,311	-48%	-$571K	0.2%	40
2024 Q4	$1.13M	Hold	19,285	–	–	0.32%	28
2024 Q3	$1.09M	Sell	19,285 -1	-0%	-$56	0.33%	29
2024 Q2	$1.01M	Buy	+19,286	New	+$1.03M	0.34%	28

Other funds holding WRB

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return