MCF Advisors’s W.R. Berkley WRB Stock Holding History

MCF 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
2026 Q1	$10.6K	Hold	160	–	–	﹤0.01%	953
2025 Q4	$11.2K	Buy	+160	New	+$11.8K	﹤0.01%	803
2025 Q1	–	Sell	-78	Closed	-$4.57K	–	1026
2024 Q4	$4.57K	Hold	78	–	–	﹤0.01%	771
2024 Q3	$4.42K	Sell	78 -9	-10%	-$505	﹤0.01%	759
2024 Q2	$4.56K	Hold	87	–	–	﹤0.01%	743
2024 Q1	$5.13K	Buy	87 +9	+12%	+$487	﹤0.01%	713
2023 Q4	$3.68K	Sell	78 -75	-49%	-$3.42K	﹤0.01%	713
2023 Q3	$6.48K	Buy	153 +75	+96%	+$3.11K	﹤0.01%	633
2023 Q2	$3.1K	Hold	78	–	–	﹤0.01%	670
2023 Q1	$3.24K	Hold	78	–	–	﹤0.01%	663
2022 Q4	$3.77K	Sell	78 -5	-6%	-$241	﹤0.01%	626
2022 Q3	$4K	Hold	83	–	–	﹤0.01%	637
2022 Q2	$4K	Buy	83 +5	+6%	+$227	﹤0.01%	575
2022 Q1	$3K	Buy	+78	New	+$3.11K	﹤0.01%	617
2021 Q4	–	Sell	-95	Closed	-$3K	–	698
2021 Q3	$3K	Buy	+95	New	+$3.13K	﹤0.01%	586

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