MUFG Americas’s W.R. Berkley WRB Stock Holding History

MUFG Americas’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
2022 Q4	–	Sell	-371	Closed	-$16K	–	857
2022 Q3	$16K	Buy	371 +261	+237%	+$11.3K	﹤0.01%	648
2022 Q2	$5K	Sell	110 -1	-0.9%	-$45	﹤0.01%	701
2022 Q1	$5K	Sell	111 -155	-58%	-$6.18K	﹤0.01%	761
2021 Q4	$10K	Hold	266	–	–	﹤0.01%	765
2021 Q3	$9K	Buy	+266	New	+$8.77K	﹤0.01%	761
2021 Q1	–	Sell	-16	Closed	–	–	830
2020 Q4	$0	Buy	+16	New	+$461	﹤0.01%	830
2015 Q2	–	Sell	-1,391	Closed	-$21K	–	1282
2015 Q1	$21K	Buy	+1,391	New	+$20.7K	﹤0.01%	806
2013 Q3	–	Sell	-152	Closed	-$2K	–	1470
2013 Q2	$2K	Buy	+152	New	+$1.91K	﹤0.01%	1544

Other funds holding WRB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Janus Henderson Group

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

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

First Eagle Investment Management

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