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

ORG 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
2025
Q4 		$3.43K Buy
49
+13
+36% +$958 ﹤0.01% 1330
2025
Q3 		$2.76K Sell
36
-48
-57% -$3.42K ﹤0.01% 1257
2025
Q2 		$6.12K Buy
+84
New +$6.02K ﹤0.01% 1003
2024
Q3 		– Sell
-2,610
Closed -$137K – 1396
2024
Q2 		$137K Buy
+2,610
New +$140K 0.02% 509
2024
Q1 		– Sell
-1,110
Closed -$52.3K – 1147
2023
Q4 		$52.3K Buy
+1,110
New +$50.6K 0.01% 509

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return