WRBC
UCFI

W.R. Berkley Corp’s CN Healthy Food Tech Group UCFI Stock Holding History

W.R. Berkley Corp’s Portfolio UCFI Stock Details UCFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-398,551
Closed -$4.17M – 272
2025
Q2 		$4.17M Hold
398,551
– – 0.26% 92
2025
Q1 		$4.18M Hold
398,551
– – 0.31% 66
2024
Q4 		$4.1M Hold
398,551
– – 0.23% 62
2024
Q3 		$4.06M Buy
398,551
+124,312
+45% +$1.26M 0.29% 58
2024
Q2 		$2.76M Buy
+274,239
New +$2.76M 0.15% 97

Other funds holding UCFI

CS
Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return