LIP
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Lighthouse Investment Partners’s W.R. Berkley WRB Stock Holding History

Lighthouse Investment Partners’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
Q3 		– Sell
-91,733
Closed -$6.74M – 797
2025
Q2 		$6.74M Buy
91,733
+65,432
+249% +$4.69M 0.29% 120
2025
Q1 		$1.87M Buy
+26,301
New +$1.61M 0.09% 270
2024
Q4 		– Sell
-216,973
Closed -$12.3M – 677
2024
Q3 		$12.3M Buy
216,973
+87,793
+68% +$4.93M 0.67% 49
2024
Q2 		$6.77M Buy
129,180
+55,068
+74% +$2.95M 0.38% 105
2024
Q1 		$4.37M Buy
+74,112
New +$4.01M 0.26% 144
2023
Q2 		– Sell
-13,259
Closed -$550K – 401
2023
Q1 		$550K Buy
+13,259
New +$593K 0.05% 212

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Kayne Anderson Rudnick Investment Management
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JFG
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Geode Capital Management
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Janus Henderson Group
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Principal Financial Group
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return