Mather Group’s W.R. Berkley WRB Stock Holding History

Mather Group’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	$423K	Sell	6,377 -301	-5%	-$20.7K	﹤0.01%	535
2025 Q4	$468K	Sell	6,678 -251	-4%	-$18.5K	﹤0.01%	419
2025 Q3	$531K	Buy	6,929 +1,009	+17%	+$71.8K	0.01%	393
2025 Q2	$435K	Sell	5,920 -9	-0.2%	-$645	﹤0.01%	414
2025 Q1	$422K	Buy	5,929 +142	+2%	+$8.7K	﹤0.01%	416
2024 Q4	$339K	Buy	5,787 +100	+2%	+$5.99K	﹤0.01%	443
2024 Q3	$323K	Sell	5,687 -210	-4%	-$11.8K	﹤0.01%	451
2024 Q2	$348K	Buy	5,897 +1,250	+27%	+$67K	﹤0.01%	495
2024 Q1	$219K	Hold	4,647	–	–	﹤0.01%	505
2023 Q4	$219K	Buy	+4,647	New	+$212K	﹤0.01%	526

Other funds holding WRB

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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