Ross\Johnson & Associates’s W.R. Berkley WRB Stock Holding History

Ross\Johnson & Associates’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 Q2	–	Sell	-25	Closed	-$1.78K	–	352
2025 Q1	$1.78K	Buy	+25	New	+$1.53K	0.03%	176

Other funds holding WRB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ross\Johnson & Associates's WRB Position: Q2 2025 in Review

Ross\Johnson & Associates sold out of W.R. Berkley (WRB) in Q2 2025, closing a stake of 25 shares — an estimated $1.78K sold.

Ross\Johnson & Associates first reported a position in WRB in Q1 2025 and held it in 1 quarter. The position peaked at $1.78K in Q1 2025. 923 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

Ross\Johnson & Associates reported no remaining W.R. Berkley position as of Q2 2025 after selling out during the quarter.
Ross\Johnson & Associates sold 25 W.R. Berkley shares in Q2 2025, an estimated $1.78K.
Ross\Johnson & Associates first reported a position in W.R. Berkley in Q1 2025 and held it in 1 quarter.
Ross\Johnson & Associates's W.R. Berkley position peaked at $1.78K in Q1 2025.
923 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Ross\Johnson & Associates's 13F filing for Q2 2025, filed 15 Aug 2025.