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	–	495
2023 Q2	$161K	Buy	+4,050	New	+$159K	0.05%	89
2022 Q4	–	Sell	-4,050	Closed	-$174K	–	411
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 $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 $3.37T AUM 44.26% 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

O'Dell Group's WRB Position: Q1 2025 in Review

O'Dell Group sold out of W.R. Berkley (WRB) in Q1 2025, closing a stake of 4,050 shares — an estimated $237K sold.

O'Dell Group first reported a position in WRB in Q3 2021 and held it in 11 quarters. The position peaked at $239K in Q2 2024. 916 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

O'Dell Group reported no remaining W.R. Berkley position as of Q1 2025 after selling out during the quarter.
O'Dell Group sold 4,050 W.R. Berkley shares in Q1 2025, an estimated $237K.
O'Dell Group first reported a position in W.R. Berkley in Q3 2021 and held it in 11 quarters.
O'Dell Group's W.R. Berkley position peaked at $239K in Q2 2024.
916 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on O'Dell Group's 13F filing for Q1 2025, filed 21 Apr 2025.