Park Place Capital’s W.R. Berkley WRB Stock Holding History

Park Place Capital’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	$4.91K	Hold	74	–	–	﹤0.01%	683
2025 Q4	$5.19K	Buy	+74	New	+$5.45K	﹤0.01%	647
2025 Q3	–	Sell	-111	Closed	-$8.09K	–	833
2025 Q2	$8.09K	Sell	111 -124	-53%	-$8.89K	﹤0.01%	610
2025 Q1	$16.7K	Hold	235	–	–	﹤0.01%	493
2024 Q4	$13.8K	Hold	235	–	–	﹤0.01%	532
2024 Q3	$13.3K	Sell	235 -28	-11%	-$1.57K	﹤0.01%	573
2024 Q2	$13.8K	Sell	263 -64	-20%	-$3.43K	﹤0.01%	567
2024 Q1	$19.3K	Hold	327	–	–	0.01%	546
2023 Q4	$15.4K	Buy	327 +64	+24%	+$2.92K	0.01%	572
2023 Q3	$11.1K	Hold	263	–	–	﹤0.01%	741
2023 Q2	$10.4K	Hold	263	–	–	﹤0.01%	764
2023 Q1	$10.9K	Hold	263	–	–	﹤0.01%	745
2022 Q4	$13K	Buy	+263	New	+$12.7K	﹤0.01%	729

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