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Platform Technology Partners’s W.R. Berkley WRB Stock Holding History

Platform Technology 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
Q3 		– Sell
-4,311
Closed -$317K – 274
2025
Q2 		$317K Sell
4,311
-48
-1% -$3.44K 0.08% 192
2025
Q1 		$310K Hold
4,359
– – 0.09% 181
2024
Q4 		$255K Sell
4,359
-1,751
-29% -$105K 0.08% 188
2024
Q3 		$347K Sell
6,110
-13
-0.2% -$730 0.11% 160
2024
Q2 		$321K Buy
+6,123
New +$328K 0.11% 161
2023
Q4 		$343K Sell
6,383
-7
-0.1% -$319 0.13% 145
2023
Q3 		$270K Buy
+6,390
New +$265K 0.13% 152

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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
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return