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Spectrum Wealth Counsel’s W.R. Berkley WRB Stock Holding History

Spectrum Wealth Counsel’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 		$29K Buy
+407
New +$24.9K ﹤0.01% 194

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

Spectrum Wealth Counsel's WRB Position: Q1 2025 in Review

Spectrum Wealth Counsel opened a new position in W.R. Berkley (WRB) in Q1 2025: 407 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #194 among its holdings.

912 funds tracked by Wall St. Rank hold WRB as of Q1 2025.

  • Spectrum Wealth Counsel held 407 shares of W.R. Berkley worth $29K as of Q1 2025.
  • W.R. Berkley was a new Spectrum Wealth Counsel position in Q1 2025.
  • W.R. Berkley made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #194 holding.
  • 912 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.