SRB Corp’s W.R. Berkley WRB Stock Holding History

SRB Corp’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
2024 Q2	–	Sell	-12,464	Closed	-$735K	–	77
2024 Q1	$735K	Buy	12,464 +1,814	+17%	+$98.1K	0.04%	40
2023 Q4	$502K	Sell	10,650 -654	-6%	-$29.8K	0.03%	82
2023 Q3	$478K	Hold	11,304	–	–	0.03%	26
2023 Q2	$449K	Buy	11,304 +3,109	+38%	+$122K	0.03%	60
2023 Q1	$340K	Sell	8,195 -1,291	-14%	-$57.8K	0.02%	98
2022 Q4	$459K	Sell	9,486 -372	-4%	-$17.9K	0.03%	44
2022 Q3	$424K	Sell	9,858 -23,873	-71%	-$1.04M	0.03%	20
2022 Q2	$1.53M	Sell	33,731 -4,720	-12%	-$215K	0.1%	27
2022 Q1	$1.71M	Buy	38,451 +1	+0%	+$40	0.09%	18
2021 Q4	$1.41M	Sell	38,450 -12,045	-24%	-$427K	0.07%	70
2021 Q3	$1.64M	Buy	+50,495	New	+$1.67M	0.1%	34
2020 Q3	–	Sell	-21,416	Closed	-$546K	–	183
2020 Q2	$546K	Buy	21,416 +6,388	+43%	+$157K	0.04%	47
2020 Q1	$349K	Buy	+15,028	New	+$448K	0.03%	117

Other funds holding WRB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM