Midas Management’s W.R. Berkley WRB Stock Holding History

Midas Management’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
2016 Q4	–	Sell	-236,250	Closed	-$4.04M	–	166
2016 Q3	$4.04M	Sell	236,250 -23,625	-9%	-$409K	2.48%	1
2016 Q2	$4.61M	Hold	259,875	–	–	2.61%	1
2016 Q1	$4.33M	Hold	259,875	–	–	2.24%	1
2015 Q4	$4.22M	Hold	259,875	–	–	2.51%	1
2015 Q3	$4.19M	Hold	259,875	–	–	2.7%	1
2015 Q2	$4M	Hold	259,875	–	–	2.15%	1
2015 Q1	$3.89M	Buy	259,875 +124,875	+93%	+$1.86M	1.94%	1
2014 Q4	$2.05M	Hold	135,000	–	–	1.07%	25
2014 Q3	$1.91M	Buy	+135,000	New	+$1.87M	1.06%	31
2014 Q2	–	Sell	-135,000	Closed	-$1.67M	–	150
2014 Q1	$1.67M	Hold	135,000	–	–	0.77%	50
2013 Q4	$1.74M	Buy	+135,000	New	+$1.73M	0.82%	45

Other funds holding WRB

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

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Victory Capital Management

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return