SOA Wealth Advisors’s W.R. Berkley WRB Stock Holding History

SOA Wealth 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
2026 Q1	$68	Hold	1	–	–	﹤0.01%	844
2025 Q4	$72	Hold	1	–	–	﹤0.01%	842
2025 Q3	$79	Hold	1	–	–	﹤0.01%	861
2025 Q2	$75	Hold	1	–	–	﹤0.01%	847
2025 Q1	$73	Hold	1	–	–	﹤0.01%	855
2024 Q4	$60	Hold	1	–	–	﹤0.01%	856
2024 Q3	$58	Sell	1 -1	-50%	-$56	﹤0.01%	823
2024 Q2	$80	Hold	2	–	–	﹤0.01%	831
2024 Q1	$90	Hold	2	–	–	﹤0.01%	876
2023 Q4	$72	Hold	2	–	–	﹤0.01%	887
2023 Q3	$64	Hold	2	–	–	﹤0.01%	917
2023 Q2	$60	Hold	2	–	–	﹤0.01%	921
2023 Q1	$63	Hold	2	–	–	﹤0.01%	946
2022 Q4	$73	Sell	2 -18	-90%	-$868	﹤0.01%	950
2022 Q3	$0	Hold	20	–	–	﹤0.01%	1007
2022 Q2	$0	Sell	20 -72	-78%	-$3.27K	﹤0.01%	1052
2022 Q1	$4K	Hold	92	–	–	﹤0.01%	733
2021 Q4	$3K	Hold	92	–	–	﹤0.01%	753
2021 Q3	$3K	Buy	92 +2	+2%	+$66	﹤0.01%	772
2021 Q2	$2K	Buy	+90	New	+$3.12K	﹤0.01%	790

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