Savant Capital’s W.R. Berkley WRB Stock Holding History

Savant Capital’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	$1.02M	Sell	15,370 -612	-4%	-$42.2K	﹤0.01%	628
2025 Q4	$1.12M	Sell	15,982 -295	-2%	-$21.7K	0.01%	557
2025 Q3	$1.25M	Sell	16,277 -329	-2%	-$23.4K	0.01%	501
2025 Q2	$1.22M	Buy	16,606 +2,857	+21%	+$205K	0.01%	465
2025 Q1	$978K	Buy	13,749 +504	+4%	+$30.9K	0.01%	481
2024 Q4	$775K	Buy	13,245 +901	+7%	+$54K	0.01%	743
2024 Q3	$700K	Buy	+12,344	New	+$693K	0.01%	755
2024 Q2	–	Sell	-4,182	Closed	-$247K	–	1347
2024 Q1	$247K	Buy	+4,182	New	+$226K	﹤0.01%	963

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