LI
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LRI Investments’s W.R. Berkley WRB Stock Holding History

LRI Investments’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 		– Sell
-1,863
Closed -$131K – 1503
2025
Q4 		$131K Buy
1,863
+55
+3% +$4.05K 0.01% 366
2025
Q3 		$139K Sell
1,808
-659
-27% -$46.9K 0.01% 356
2025
Q2 		$181K Hold
2,467
– – 0.02% 308
2025
Q1 		$176K Sell
2,467
-1,549
-39% -$94.9K 0.02% 289
2024
Q4 		$235K Hold
4,016
– – 0.02% 237
2024
Q3 		$240K Sell
4,016
-277
-6% -$15.6K 0.02% 238
2024
Q2 		$225K Buy
4,293
+4,171
+3,419% +$223K 0.03% 230
2024
Q1 		$7.16K Buy
+122
New +$6.6K ﹤0.01% 563

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
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