Romano Brothers & Co’s W.R. Berkley WRB Stock Holding History

Romano Brothers & Co’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	$382K	Hold	5,770	–	–	0.04%	260
2025 Q4	$405K	Sell	5,770 -150	-3%	-$11.1K	0.05%	249
2025 Q3	$454K	Hold	5,920	–	–	0.05%	230
2025 Q2	$435K	Hold	5,920	–	–	0.05%	234
2025 Q1	$421K	Hold	5,920	–	–	0.05%	229
2024 Q4	$346K	Sell	5,920 -792	-12%	-$47.4K	0.04%	247
2024 Q3	$381K	Sell	6,712 -1	-0%	-$56	0.05%	237
2024 Q2	$352K	Hold	6,713	–	–	0.05%	239
2024 Q1	$396K	Sell	6,713 -225	-3%	-$12.2K	0.05%	231
2023 Q4	$327K	Hold	6,938	–	–	0.05%	240
2023 Q3	$294K	Hold	6,938	–	–	0.05%	251
2023 Q2	$275K	Hold	6,938	–	–	0.04%	266
2023 Q1	$288K	Hold	6,938	–	–	0.04%	258
2022 Q4	$336K	Sell	6,938 -355	-5%	-$17.1K	0.05%	245
2022 Q3	$314K	Buy	+7,293	New	+$317K	0.05%	243

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