Sachetta’s W.R. Berkley WRB Stock Holding History

Sachetta’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	$3.05K	Hold	46	–	–	﹤0.01%	800
2025 Q4	$3.23K	Hold	46	–	–	﹤0.01%	653
2025 Q3	$3.52K	Hold	46	–	–	﹤0.01%	691
2025 Q2	$3.38K	Hold	46	–	–	﹤0.01%	681
2025 Q1	$3.27K	Hold	46	–	–	﹤0.01%	665
2024 Q4	$2.69K	Hold	46	–	–	﹤0.01%	756
2024 Q3	$2.61K	Sell	46 -23	-33%	-$1.29K	﹤0.01%	808
2024 Q2	$2.55K	Buy	69 +52	+306%	+$2.79K	﹤0.01%	760
2024 Q1	$778	Hold	17	–	–	﹤0.01%	978
2023 Q4	$778	Buy	+17	New	+$775	﹤0.01%	978

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