TC
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Truvestments Capital’s W.R. Berkley WRB Stock Holding History

Truvestments Capital’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
Q1 		– Sell
-26
Closed -$1.52K – 1165
2024
Q4 		$1.52K Hold
26
– – ﹤0.01% 881
2024
Q3 		$1.48K Buy
+26
New +$1.46K ﹤0.01% 826
2023
Q1 		– Sell
-44
Closed -$2.1K – 949
2022
Q4 		$2.1K Buy
+44
New +$2.12K ﹤0.01% 714
2019
Q4 		– Sell
-1,967
Closed -$63K – 596
2019
Q3 		$63K Hold
1,967
– – 0.04% 234
2019
Q2 		$58K Sell
1,967
-676
-26% -$18.5K 0.04% 259
2019
Q1 		$66K Buy
+2,643
New +$62.3K 0.05% 217
2018
Q3 		$103K Buy
+4,330
New +$98.3K 0.05% 252

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM