PCM
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Prelude Capital Management’s W.R. Berkley WRB Stock Holding History

Prelude Capital Management’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
2024
Q1 		– Sell
-5,489
Closed -$259K – 1597
2023
Q4 		$259K Buy
5,489
+303
+6% +$13.8K 0.02% 814
2023
Q3 		$219K Buy
+5,186
New +$215K 0.02% 849
2023
Q2 		– Sell
-21,044
Closed -$873K – 1416
2023
Q1 		$873K Buy
+21,044
New +$941K 0.06% 334
2022
Q3 		– Sell
-29,574
Closed -$1.35M – 2029
2022
Q2 		$1.35M Buy
+29,574
New +$1.34M 0.07% 418
2020
Q4 		– Sell
-3,740
Closed -$102K – 2276
2020
Q3 		$102K Buy
+3,740
New +$103K 0.01% 901
2020
Q2 		– Sell
-531
Closed -$12K – 2499
2020
Q1 		$12K Buy
+531
New +$15.8K ﹤0.01% 1108
2019
Q1 		– Sell
-361
Closed -$8K – 2347
2018
Q4 		$8K Buy
+361
New +$8.11K ﹤0.01% 1432
2018
Q3 		– Sell
-645
Closed -$14K – 2162
2018
Q2 		$14K Buy
+645
New +$14.3K ﹤0.01% 1433
2017
Q4 		– Sell
-905
Closed -$18K – 1809
2017
Q3 		$18K Buy
+905
New +$18.1K ﹤0.01% 1341
2014
Q3 		– Sell
-9,788
Closed -$134K – 2203
2014
Q2 		$134K Buy
9,788
+9,518
+3,525% +$124K 0.02% 939
2014
Q1 		$3K Buy
+270
New +$3.26K ﹤0.01% 1812

Other funds holding WRB

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return