NBC Securities’s W.R. Berkley WRB Stock Holding History

NBC Securities’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	$49.1K	Sell	741 -32	-4%	-$2.2K	﹤0.01%	1326
2025 Q4	$54.2K	Sell	773 -3	-0.4%	-$221	﹤0.01%	1319
2025 Q3	$59.5K	Sell	776 -344	-31%	-$24.5K	﹤0.01%	1260
2025 Q2	$82K	Buy	1,120 +855	+323%	+$61.3K	0.01%	1128
2025 Q1	$18K	Buy	+265	New	+$16.2K	﹤0.01%	1534
2024 Q4	–	Sell	-424	Closed	-$24K	–	2095
2024 Q3	$24K	Sell	424 -2	-0.5%	-$112	﹤0.01%	1446
2024 Q2	$22K	Sell	426 -60	-12%	-$3.21K	﹤0.01%	1429
2024 Q1	$28K	Sell	486 -65	-12%	-$3.52K	﹤0.01%	1336
2023 Q4	$25K	Sell	551 -27	-5%	-$1.23K	﹤0.01%	1396
2023 Q3	$24K	Buy	+578	New	+$23.9K	﹤0.01%	1384

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