Qtron Investments’s W.R. Berkley WRB Stock Holding History

Qtron Investments’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
2023 Q2	–	Sell	-12,651	Closed	-$525K	–	444
2023 Q1	$525K	Buy	12,651 +3,727	+42%	+$167K	0.11%	260
2022 Q4	$432K	Hold	8,924	–	–	0.09%	289
2022 Q3	$384K	Hold	8,924	–	–	0.1%	285
2022 Q2	$406K	Buy	+8,924	New	+$406K	0.09%	282
2021 Q3	–	Sell	-8,352	Closed	-$276K	–	392
2021 Q2	$276K	Buy	+8,352	New	+$289K	0.07%	285
2020 Q1	–	Sell	-7,585	Closed	-$233K	–	266
2019 Q4	$233K	Hold	7,585	–	–	0.13%	197
2019 Q3	$243K	Buy	+7,585	New	+$237K	0.15%	198

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return