New Wave Wealth Advisors’s W.R. Berkley WRB Stock Holding History

New Wave Wealth Advisors’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	-54	Closed	-$3.16K	–	680
2024 Q4	$3.16K	Buy	+54	New	+$3.23K	﹤0.01%	496

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

New Wave Wealth Advisors's WRB Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of W.R. Berkley (WRB) in Q1 2025, closing a stake of 54 shares — an estimated $3.16K sold.

New Wave Wealth Advisors first reported a position in WRB in Q4 2024 and held it in 1 quarter. The position peaked at $3.16K in Q4 2024. 917 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

New Wave Wealth Advisors reported no remaining W.R. Berkley position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 54 W.R. Berkley shares in Q1 2025, an estimated $3.16K.
New Wave Wealth Advisors first reported a position in W.R. Berkley in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's W.R. Berkley position peaked at $3.16K in Q4 2024.
917 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.