Legacy Advisors’s W.R. Berkley WRB Stock Holding History

Legacy Advisors’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
2025 Q1	$788K	Sell	11,077 -733	-6%	-$44.9K	0.08%	195
2024 Q4	$691K	Buy	+11,810	New	+$707K	0.07%	215

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Legacy Advisors's WRB Position: Q1 2025 in Review

Legacy Advisors reduced its W.R. Berkley (WRB) stake by 6.2% in Q1 2025, selling an estimated $44.9K and leaving 11,077 shares worth $788K. The position accounts for 0.08% of the portfolio, ranked #195.

Legacy Advisors first reported a position in WRB in Q4 2024 and has held it in 2 quarters since. 917 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

Legacy Advisors held 11,077 shares of W.R. Berkley worth $788K as of Q1 2025.
Legacy Advisors sold 733 W.R. Berkley shares in Q1 2025, an estimated $44.9K.
W.R. Berkley made up 0.08% of Legacy Advisors's portfolio in Q1 2025, its #195 holding.
Legacy Advisors first reported a position in W.R. Berkley in Q4 2024 and has held it in 2 quarters since.
917 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.