LC
WRB icon

Lindbrook Capital’s W.R. Berkley WRB Stock Holding History

Lindbrook Capital’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 		$105K Buy
1,479
+431
+41% +$26.4K 0.01% 657
2024
Q4 		$61.3K Sell
1,048
-80
-7% -$4.79K 0.01% 730
2024
Q3 		$64K Buy
1,128
+196
+21% +$11K 0.01% 711
2024
Q2 		$48.8K Buy
932
+21
+2% +$1.13K ﹤0.01% 804
2024
Q1 		$53.7K Buy
911
+41
+5% +$2.22K 0.01% 761
2023
Q4 		$41K Buy
870
+360
+71% +$16.4K ﹤0.01% 829
2023
Q3 		$21.6K Buy
510
+126
+33% +$5.22K ﹤0.01% 1021
2023
Q2 		$15.2K Buy
384
+79
+26% +$3.11K ﹤0.01% 1229
2023
Q1 		$12.6K Sell
305
-78
-20% -$3.49K ﹤0.01% 1303
2022
Q4 		$18.5K Buy
383
+305
+391% +$14.7K ﹤0.01% 1095
2022
Q3 		$3K Sell
78
-8
-9% -$347 ﹤0.01% 1947
2022
Q2 		$4K Buy
86
+41
+91% +$1.86K ﹤0.01% 1706
2022
Q1 		$2K Hold
45
– – ﹤0.01% 2108
2021
Q4 		$2K Hold
45
– – ﹤0.01% 1840
2021
Q3 		$1K Hold
45
– – ﹤0.01% 1801
2021
Q2 		$1K Hold
45
– – ﹤0.01% 1849
2021
Q1 		$2K Hold
45
– – ﹤0.01% 1622
2020
Q4 		$1K Buy
45
+18
+67% +$519 ﹤0.01% 1711
2020
Q3 		$1K Hold
27
– – ﹤0.01% 1676
2020
Q2 		$1K Buy
+27
New +$662 ﹤0.01% 1649
2020
Q1 		– Sell
-392
Closed -$12K – 1879
2019
Q4 		$12K Buy
392
+48
+14% +$1.48K ﹤0.01% 887
2019
Q3 		$11K Hold
344
– – ﹤0.01% 886
2019
Q2 		$10K Hold
344
– – ﹤0.01% 911
2019
Q1 		$8K Hold
344
– – ﹤0.01% 972
2018
Q4 		$7K Buy
+344
New +$7.73K ﹤0.01% 934

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lindbrook Capital's WRB Position: Q1 2025 in Review

Lindbrook Capital increased its W.R. Berkley (WRB) stake by 41% in Q1 2025, buying an estimated $26.4K and bringing the position to 1,479 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #657.

Lindbrook Capital first reported a position in WRB in Q4 2018 and has held it in 25 quarters since. 913 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

  • Lindbrook Capital held 1,479 shares of W.R. Berkley worth $105K as of Q1 2025.
  • Lindbrook Capital bought 431 W.R. Berkley shares in Q1 2025, an estimated $26.4K.
  • W.R. Berkley made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #657 holding.
  • Lindbrook Capital first reported a position in W.R. Berkley in Q4 2018 and has held it in 25 quarters since.
  • 913 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.