W.R. Berkley Corp’s W.R. Berkley WRB Stock Holding History

W.R. Berkley Corp’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 Q3	–	Sell	-403,500	Closed	-$21.1M	–	169
2024 Q2	$21.1M	Buy	+403,500	New	+$21.6M	1.18%	30
2021 Q4	–	Sell	-2,897,001	Closed	-$94.2M	–	587
2021 Q3	$94.2M	Buy	+2,897,001	New	+$95.5M	6.33%	2
2021 Q1	–	Sell	-73,582	Closed	-$2.17M	–	351
2020 Q4	$2.17M	Sell	73,582 -10,183,239	-99%	-$294M	0.36%	57
2020 Q3	$261M	Hold	10,256,821	–	–	38.77%	1
2020 Q2	$261M	Buy	10,256,821 +1,470,254	+17%	+$36.1M	34.89%	1
2020 Q1	$204M	Buy	8,786,567 +8,214,207	+1,435%	+$245M	24.77%	1
2019 Q4	$17.6M	Buy	+572,360	New	+$17.7M	3.31%	7
2017 Q4	–	Sell	-275,825	Closed	-$5.45M	–	105
2017 Q3	$5.45M	Buy	+275,825	New	+$5.52M	0.76%	24
2016 Q4	–	Sell	-1,852,875	Closed	-$31.7M	–	71
2016 Q3	$31.7M	Buy	+1,852,875	New	+$32M	3.63%	3
2015 Q2	–	Sell	-127,454	Closed	-$1.91M	–	104
2015 Q1	$1.91M	Buy	127,454 +25,326	+25%	+$376K	0.27%	44
2014 Q4	$1.55M	Buy	+102,128	New	+$1.54M	0.21%	44

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return