TFO Wealth Partners’s W.R. Berkley WRB Stock Holding History

TFO Wealth Partners’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	Closed	-$708	–	756
2024 Q1	$708	Hold	12	–	–	﹤0.01%	204
2023 Q4	$566	Hold	12	–	–	﹤0.01%	304
2023 Q3	$476	Hold	12	–	–	﹤0.01%	469
2023 Q2	$476	Hold	12	–	–	﹤0.01%	292
2023 Q1	$498	Buy	12 +7	+140%	+$313	﹤0.01%	246
2022 Q4	$77	Buy	+5	New	+$241	﹤0.01%	821
2022 Q3	–	Sell	-20	Closed	-$1K	–	504
2022 Q2	$1K	Buy	+20	New	+$909	﹤0.01%	481

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