WRBC

W.R. Berkley Corp Portfolio holdings

AUM $1.61B
1-Year Est. Return 6.2%
This Quarter Est. Return
1 Year Est. Return
+6.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66B
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$15.1M
3
+$13M
4
DNAD
Social Capital Suvretta Holdings Corp. IV Class A Ordinary Shares
DNAD
+$9.43M
5
BTWN
Bridgetown Holdings Limited Class A Ordinary Shares
BTWN
+$9.29M

Top Sells

1
+$35.3M
2
+$24.6M
3
+$17.6M
4
HAIA
Healthcare AI Acquisition Corp. Class A Ordinary Shares
HAIA
+$12.3M
5
LGVC
LAMF Global Ventures Corp. I Class A Ordinary Shares
LGVC
+$12M

Sector Composition

1 Financials 34.15%
2 Energy 30.29%
3 Technology 11.25%
4 Materials 11.14%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
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