REAP Financial Group’s W.R. Berkley WRB Stock Holding History

REAP Financial Group’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	$57.2K	Buy	863 +37	+4%	+$2.55K	0.01%	275
2025 Q4	$57.9K	Buy	826 +136	+20%	+$10K	0.01%	277
2025 Q3	$52.9K	Buy	690 +57	+9%	+$4.06K	0.01%	262
2025 Q2	$46.5K	Buy	633 +378	+148%	+$27.1K	0.01%	275
2025 Q1	$18.1K	Buy	255 +74	+41%	+$4.54K	﹤0.01%	314
2024 Q4	$10.6K	Sell	181 -6	-3%	-$359	﹤0.01%	360
2024 Q3	$10.6K	Sell	187 -7	-4%	-$393	﹤0.01%	350
2024 Q2	$10.1K	Buy	194 +81	+72%	+$4.34K	﹤0.01%	338
2024 Q1	$6.6K	Buy	113 +5	+5%	+$270	﹤0.01%	414
2023 Q4	$5.07K	Buy	+108	New	+$4.92K	﹤0.01%	468

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