SIA
WRB icon

Schechter Investment Advisors’s W.R. Berkley WRB Stock Holding History

Schechter Investment Advisors’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
Q1 		$455K Sell
6,397
-225
-3% -$13.8K 0.04% 389
2024
Q4 		$388K Sell
6,622
-96
-1% -$5.75K 0.03% 436
2024
Q3 		$381K Sell
6,718
-25
-0.4% -$1.4K 0.03% 447
2024
Q2 		$353K Sell
6,743
-241
-3% -$12.9K 0.03% 446
2024
Q1 		$412K Sell
6,984
-18
-0.3% -$974 0.03% 420
2023
Q4 		$330K Buy
7,002
+150
+2% +$6.84K 0.03% 444
2023
Q3 		$290K Buy
6,852
+121
+2% +$5.01K 0.03% 461
2023
Q2 		$267K Sell
6,731
-220
-3% -$8.65K 0.02% 514
2023
Q1 		$289K Buy
6,951
+15
+0.2% +$671 0.03% 530
2022
Q4 		$336K Sell
6,936
-231
-3% -$11.1K 0.03% 601
2022
Q3 		$308K Sell
7,167
-300
-4% -$13K 0.03% 692
2022
Q2 		$339K Sell
7,467
-404
-5% -$18.4K 0.03% 659
2022
Q1 		$349K Sell
7,871
-524
-6% -$20.9K 0.03% 643
2021
Q4 		$308K Buy
+8,395
New +$298K 0.03% 673

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Schechter Investment Advisors's WRB Position: Q1 2025 in Review

Schechter Investment Advisors reduced its W.R. Berkley (WRB) stake by 3.4% in Q1 2025, selling an estimated $13.8K and leaving 6,397 shares worth $455K. The position accounts for 0.04% of the portfolio, ranked #389.

Schechter Investment Advisors first reported a position in WRB in Q4 2021 and has held it in 14 quarters since. 912 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

  • Schechter Investment Advisors held 6,397 shares of W.R. Berkley worth $455K as of Q1 2025.
  • Schechter Investment Advisors sold 225 W.R. Berkley shares in Q1 2025, an estimated $13.8K.
  • W.R. Berkley made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #389 holding.
  • Schechter Investment Advisors first reported a position in W.R. Berkley in Q4 2021 and has held it in 14 quarters since.
  • 912 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.