Occudo Quantitative Strategies’s W.R. Berkley WRB Stock Holding History

Occudo Quantitative Strategies’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	$793K	Sell	11,863 -14,022	-54%	-$966K	0.04%	433
2025 Q4	$1.82M	Buy	+25,885	New	+$1.91M	0.12%	223
2023 Q4	–	Sell	-52,400	Closed	-$2.22M	–	1243
2023 Q3	$2.22M	Sell	52,400 -37,378	-42%	-$1.55M	0.29%	80
2023 Q2	$3.56M	Sell	89,778 -72,659	-45%	-$2.86M	0.37%	45
2023 Q1	$6.74M	Buy	+162,437	New	+$7.27M	0.61%	20
2022 Q4	–	Sell	-17,930	Closed	-$772K	–	1422
2022 Q3	$772K	Buy	+17,930	New	+$778K	0.06%	514
2021 Q1	–	Sell	-36,007	Closed	-$1.06M	–	948
2020 Q4	$1.06M	Buy	+36,007	New	+$1.04M	0.33%	53

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