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Madison Investment Advisors’s W.R. Berkley WRB Stock Holding History

Madison Investment 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
2024
Q4 		$98.4M Buy
+1,682,258
New +$101M 1.11% 25

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 $1.89T AUM 35.08% 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 $32.2B AUM 10.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Madison Investment Advisors's WRB Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in W.R. Berkley (WRB) in Q4 2024: 1,682,258 shares worth $98.4M. The stake represents 1.11% of the portfolio and ranks #25 among its holdings.

876 funds tracked by Wall St. Rank hold WRB as of Q4 2024.

  • Madison Investment Advisors held 1,682,258 shares of W.R. Berkley worth $98.4M as of Q4 2024.
  • W.R. Berkley was a new Madison Investment Advisors position in Q4 2024.
  • W.R. Berkley made up 1.11% of Madison Investment Advisors's portfolio in Q4 2024, its #25 holding.
  • 876 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.