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State of Wyoming’s W.R. Berkley WRB Stock Holding History

State of Wyoming’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
Q3 		– Sell
-4,992
Closed -$367K – 2087
2025
Q2 		$367K Sell
4,992
-6,517
-57% -$467K 0.04% 505
2025
Q1 		$819K Buy
11,509
+5,373
+88% +$329K 0.11% 96
2024
Q4 		$359K Buy
6,136
+1,929
+46% +$116K 0.05% 459
2024
Q3 		$239K Sell
4,207
-455
-10% -$25.5K 0.03% 589
2024
Q2 		$244K Buy
4,662
+961
+26% +$51.5K 0.04% 434
2024
Q1 		$218K Sell
3,701
-1,384
-27% -$74.9K 0.04% 538
2023
Q4 		$240K Buy
5,085
+985
+24% +$44.9K 0.04% 441
2023
Q3 		$174K Sell
4,100
-175
-4% -$7.25K 0.04% 560
2023
Q2 		$170K Sell
4,275
-3,155
-42% -$124K 0.05% 492
2023
Q1 		$308K Buy
7,430
+3,278
+79% +$147K 0.1% 142
2022
Q4 		$201K Sell
4,152
-2,919
-41% -$141K 0.07% 340
2022
Q3 		$305K Buy
7,071
+4,449
+170% +$193K 0.15% 80
2022
Q2 		$120K Buy
2,622
+786
+43% +$35.7K 0.07% 384
2022
Q1 		$82K Sell
1,836
-389
-17% -$15.5K 0.04% 746
2021
Q4 		$82K Sell
2,225
-34
-2% -$1.21K 0.04% 784
2021
Q3 		$73K Sell
2,259
-1,395
-38% -$46K 0.05% 602
2021
Q2 		$121K Buy
3,654
+3,375
+1,210% +$117K 0.08% 372
2021
Q1 		$9K Buy
+279
New +$8.61K 0.01% 401

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return