MFG
WRB icon

Menard Financial Group’s W.R. Berkley WRB Stock Holding History

Menard Financial 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
2025
Q1 		– Sell
-24
Closed -$1.4K – 309
2024
Q4 		$1.4K Buy
+24
New +$1.44K ﹤0.01% 291
2024
Q2 		– Sell
-6,965
Closed -$411K – 114
2024
Q1 		$411K Buy
+6,965
New +$377K 0.35% 70

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Menard Financial Group's WRB Position: Q1 2025 in Review

Menard Financial Group sold out of W.R. Berkley (WRB) in Q1 2025, closing a stake of 24 shares — an estimated $1.4K sold.

Menard Financial Group first reported a position in WRB in Q1 2024 and held it in 2 quarters. The position peaked at $411K in Q1 2024. 916 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

  • Menard Financial Group reported no remaining W.R. Berkley position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 24 W.R. Berkley shares in Q1 2025, an estimated $1.4K.
  • Menard Financial Group first reported a position in W.R. Berkley in Q1 2024 and held it in 2 quarters.
  • Menard Financial Group's W.R. Berkley position peaked at $411K in Q1 2024.
  • 916 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.