Nilsine Partners’s W.R. Berkley WRB Stock Holding History

Nilsine Partners’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	$226K	Sell	3,408 -563	-14%	-$38.8K	0.02%	388
2025 Q4	$278K	Buy	3,971 +62	+2%	+$4.57K	0.02%	338
2025 Q3	$300K	Buy	3,909 +15	+0.4%	+$1.07K	0.03%	325
2025 Q2	$286K	Buy	3,894 +486	+14%	+$34.8K	0.03%	322
2025 Q1	$243K	Buy	+3,408	New	+$209K	0.03%	331
2024 Q2	–	Sell	-3,510	Closed	-$207K	–	337
2024 Q1	$207K	Sell	3,510 -6,026	-63%	-$326K	0.03%	322
2023 Q4	$450K	Sell	9,536 -12,327	-56%	-$562K	0.07%	229
2023 Q3	$925K	Sell	21,863 -7,041	-24%	-$292K	0.14%	169
2023 Q2	$1.15M	Sell	28,904 -12	-0%	-$472	0.17%	153
2023 Q1	$1.2M	Buy	+28,916	New	+$1.29M	0.19%	142

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