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WRB icon

NewEdge Advisors’s W.R. Berkley WRB Stock Holding History

NewEdge 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
2026
Q1 		$589K Sell
8,883
-1,671
-16% -$115K ﹤0.01% 1853
2025
Q4 		$740K Buy
10,554
+1,138
+12% +$83.9K ﹤0.01% 1673
2025
Q3 		$721K Sell
9,416
-409
-4% -$29.1K ﹤0.01% 1599
2025
Q2 		$722K Buy
9,825
+1,056
+12% +$75.7K ﹤0.01% 1470
2025
Q1 		$624K Sell
8,769
-924
-10% -$56.6K ﹤0.01% 1460
2024
Q4 		$567K Buy
9,693
+1,074
+12% +$64.3K ﹤0.01% 1466
2024
Q3 		$489K Sell
8,619
-2,697
-24% -$151K ﹤0.01% 1493
2024
Q2 		$593K Buy
11,316
+3,031
+37% +$162K ﹤0.01% 1316
2024
Q1 		$488K Buy
8,285
+4,428
+115% +$240K ﹤0.01% 1363
2023
Q4 		$182K Sell
3,857
-21,556
-85% -$983K ﹤0.01% 1746
2023
Q3 		$1.08M Buy
25,413
+22,884
+905% +$948K 0.01% 838
2023
Q2 		$100K Buy
2,529
+54
+2% +$2.12K ﹤0.01% 1853
2023
Q1 		$103K Sell
2,475
-8,942
-78% -$400K ﹤0.01% 1746
2022
Q4 		$428K Buy
11,417
+3,224
+39% +$155K 0.01% 848
2022
Q3 		$353K Buy
+8,193
New +$356K 0.01% 1118
2019
Q2 		– Sell
-11,154
Closed -$280K – 709
2019
Q1 		$280K Buy
+11,154
New +$263K 0.02% 545
2018
Q4 		– Sell
-13,250
Closed -$314K – 723
2018
Q3 		$314K Buy
+13,250
New +$301K 0.02% 482

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
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