RIL
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Rothschild Investment LLC’s W.R. Berkley WRB Stock Holding History

Rothschild Investment LLC’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 		$1.24M Buy
18,716
+365
+2% +$25.1K 0.06% 228
2025
Q4 		$1.29M Sell
18,351
-14
-0.1% -$1.03K 0.07% 212
2025
Q3 		$1.41M Sell
18,365
-418
-2% -$29.8K 0.08% 190
2025
Q2 		$1.38M Buy
18,783
+53
+0.3% +$3.8K 0.09% 181
2025
Q1 		$1.33M Buy
18,730
+31
+0.2% +$1.9K 0.09% 198
2024
Q4 		$1.09M Buy
18,699
+12
+0.1% +$719 0.07% 221
2024
Q3 		$1.06M Sell
18,687
-98
-0.5% -$5.5K 0.07% 225
2024
Q2 		$984K Buy
18,785
+515
+3% +$27.6K 0.07% 229
2024
Q1 		$1.08M Buy
18,270
+17,826
+4,015% +$964K 0.08% 221
2023
Q4 		$20.9K Buy
+444
New +$20.2K ﹤0.01% 852

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
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