Sittner & Nelson’s W.R. Berkley WRB Stock Holding History

Sittner & Nelson’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	–	Sell	-7	Closed	-$410	–	520
2024 Q4	$410	Buy	+7	New	+$419	﹤0.01%	472

Other funds holding WRB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sittner & Nelson's WRB Position: Q1 2025 in Review

Sittner & Nelson sold out of W.R. Berkley (WRB) in Q1 2025, closing a stake of 7 shares — an estimated $410 sold.

Sittner & Nelson first reported a position in WRB in Q4 2024 and held it in 1 quarter. The position peaked at $410 in Q4 2024. 916 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

Sittner & Nelson reported no remaining W.R. Berkley position as of Q1 2025 after selling out during the quarter.
Sittner & Nelson sold 7 W.R. Berkley shares in Q1 2025, an estimated $410.
Sittner & Nelson first reported a position in W.R. Berkley in Q4 2024 and held it in 1 quarter.
Sittner & Nelson's W.R. Berkley position peaked at $410 in Q4 2024.
916 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on Sittner & Nelson's 13F filing for Q1 2025, filed 13 May 2025.