Tectonic Advisors’s W.R. Berkley WRB Stock Holding History

Tectonic 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	$635K	Sell	9,587 -89	-0.9%	-$6.13K	0.03%	219
2025 Q4	$678K	Buy	9,676 +680	+8%	+$50.1K	0.04%	215
2025 Q3	$689K	Buy	8,996 +71	+0.8%	+$5.05K	0.04%	207
2025 Q2	$656K	Buy	8,925 +222	+3%	+$15.9K	0.04%	211
2025 Q1	$619K	Sell	8,703 -655	-7%	-$40.1K	0.04%	212
2024 Q4	$548K	Buy	9,358 +681	+8%	+$40.8K	0.04%	224
2024 Q3	$492K	Buy	8,677 +421	+5%	+$23.6K	0.03%	242
2024 Q2	$432K	Buy	8,256 +807	+11%	+$43.2K	0.03%	238
2024 Q1	$439K	Sell	7,449 -5	-0.1%	-$270	0.03%	226
2023 Q4	$351K	Buy	7,454 +69	+0.9%	+$3.15K	0.03%	237
2023 Q3	$313K	Buy	+7,385	New	+$306K	0.03%	230

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