Scott Marsh Financial’s W.R. Berkley WRB Stock Holding History

Scott Marsh Financial’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	$791K	Buy	+10,772	New	+$772K	0.29%	111

Other funds holding WRB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Scott Marsh Financial's WRB Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in W.R. Berkley (WRB) in Q2 2025: 10,772 shares worth $791K. The stake represents 0.29% of the portfolio and ranks #111 among its holdings.

919 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

Scott Marsh Financial held 10,772 shares of W.R. Berkley worth $791K as of Q2 2025.
W.R. Berkley was a new Scott Marsh Financial position in Q2 2025.
W.R. Berkley made up 0.29% of Scott Marsh Financial's portfolio in Q2 2025, its #111 holding.
919 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.