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

Maverick 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
2024 Q2	–	Sell	-4,901	Closed	-$289K	–	481
2024 Q1	$289K	Buy	+4,901	New	+$265K	0.01%	352
2022 Q4	–	Sell	-4,706	Closed	-$203K	–	453
2022 Q3	$203K	Buy	+4,706	New	+$204K	﹤0.01%	323
2022 Q1	–	Sell	-2,795	Closed	-$102K	–	392
2021 Q4	$102K	Sell	2,795 -11,121	-80%	-$394K	﹤0.01%	207
2021 Q3	$453K	Buy	13,916 +12,836	+1,189%	+$423K	0.01%	447
2021 Q2	$36K	Buy	+1,080	New	+$37.4K	﹤0.01%	633

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.47T AUM 27.86% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM