O'Dell Group’s W.R. Berkley WRB Stock Holding History

O'Dell Group’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	-4,050	Closed	-$237K	–	106
2024 Q4	$237K	Hold	4,050	–	–	0.05%	92
2024 Q3	$230K	Hold	4,050	–	–	0.05%	87
2024 Q2	$239K	Hold	4,050	–	–	0.06%	80
2024 Q1	$239K	Hold	4,050	–	–	0.06%	80
2023 Q4	$191K	Buy	+4,050	New	+$185K	0.05%	88
2023 Q3	–	Sell	-4,050	Closed	-$161K	–	496
2023 Q2	$161K	Buy	+4,050	New	+$159K	0.05%	89
2022 Q4	–	Sell	-4,050	Closed	-$174K	–	412
2022 Q3	$174K	Hold	4,050	–	–	0.06%	66
2022 Q2	$184K	Hold	4,050	–	–	0.07%	67
2022 Q1	$180K	Hold	4,050	–	–	0.05%	78
2021 Q4	$148K	Hold	4,050	–	–	0.04%	86
2021 Q3	$132K	Buy	+4,050	New	+$134K	0.04%	95

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM