Metis Global Partners’s W.R. Berkley WRB Stock Holding History

Metis Global Partners’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	$899K	Sell	13,570 -1,844	-12%	-$127K	0.02%	464
2025 Q4	$1.08M	Sell	15,414 -515	-3%	-$38K	0.03%	443
2025 Q3	$1.22M	Sell	15,929 -876	-5%	-$62.4K	0.03%	430
2025 Q2	$1.23M	Sell	16,805 -1,727	-9%	-$124K	0.03%	420
2025 Q1	$1.32M	Buy	18,532 +2,649	+17%	+$162K	0.04%	404
2024 Q4	$929K	Buy	15,883 +461	+3%	+$27.6K	0.03%	451
2024 Q3	$875K	Buy	15,422 +861	+6%	+$48.3K	0.03%	461
2024 Q2	$763K	Buy	14,561 +176	+1%	+$9.43K	0.03%	461
2024 Q1	$848K	Buy	14,385 +36	+0.3%	+$1.95K	0.03%	447
2023 Q4	$677K	Sell	14,349 -780	-5%	-$35.6K	0.03%	483
2023 Q3	$640K	Buy	15,129 +1,704	+13%	+$70.6K	0.03%	480
2023 Q2	$533K	Buy	13,425 +969	+8%	+$38.1K	0.03%	507
2023 Q1	$517K	Buy	12,456 +3,324	+36%	+$149K	0.03%	479
2022 Q4	$442K	Buy	9,132 +2,392	+35%	+$115K	0.04%	452
2022 Q3	$290K	Buy	6,740 +849	+14%	+$36.9K	0.05%	429
2022 Q2	$269K	Buy	5,891 +893	+18%	+$40.6K	0.04%	437
2022 Q1	$222K	Buy	+4,998	New	+$199K	0.03%	512

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