Thurston Springer Miller Herd & Titak’s W.R. Berkley WRB Stock Holding History

Thurston Springer Miller Herd & Titak’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 Q2	$54.7K	Sell	775 -1,695	-69%	-$114K	0.02%	454
2026 Q1	$164K	Sell	2,470 -75	-3%	-$5.17K	0.07%	292
2025 Q4	$178K	Buy	2,545 +1,784	+234%	+$131K	0.06%	267
2025 Q3	$58.3K	Sell	761 -5,615	-88%	-$400K	0.12%	194
2025 Q2	$468K	Buy	6,376 +2,150	+51%	+$154K	0.06%	253
2025 Q1	$301K	Buy	4,226 +2,220	+111%	+$136K	0.05%	250
2024 Q4	$117K	Buy	+2,006	New	+$120K	0.02%	361

Other funds holding WRB

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return