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

Mendota 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	-557	Closed	-$32.6K	–	370
2024 Q4	$32.6K	Sell	557 -485	-47%	-$29K	0.02%	184
2024 Q3	$59.1K	Buy	1,042 +1	+0.1%	+$56	0.03%	163
2024 Q2	$54.5K	Sell	1,041 -519	-33%	-$27.8K	0.03%	167
2024 Q1	$92K	Sell	1,560 -503	-24%	-$27.2K	0.05%	141
2023 Q4	$97.2K	Buy	2,063 +503	+32%	+$22.9K	0.08%	147
2023 Q3	$66K	Hold	1,560	–	–	0.07%	121
2023 Q2	$61.9K	Buy	+1,560	New	+$61.3K	0.07%	124

Other funds holding WRB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Mendota Financial Group sold out of W.R. Berkley (WRB) in Q1 2025, closing a stake of 557 shares — an estimated $32.6K sold.

Mendota Financial Group first reported a position in WRB in Q2 2023 and held it in 7 quarters. The position peaked at $97.2K in Q4 2023. 917 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

Mendota Financial Group reported no remaining W.R. Berkley position as of Q1 2025 after selling out during the quarter.
Mendota Financial Group sold 557 W.R. Berkley shares in Q1 2025, an estimated $32.6K.
Mendota Financial Group first reported a position in W.R. Berkley in Q2 2023 and held it in 7 quarters.
Mendota Financial Group's W.R. Berkley position peaked at $97.2K in Q4 2023.
917 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.