WPA
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West Paces Advisors’s W.R. Berkley WRB Stock Holding History

West Paces Advisors’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
Q2 		– Sell
-123
Closed -$8.75K – 567
2025
Q1 		$8.75K Hold
123
– – ﹤0.01% 359
2024
Q4 		$7.2K Hold
123
– – ﹤0.01% 369
2024
Q3 		$6.98K Hold
123
– – ﹤0.01% 372
2024
Q2 		$6.44K Sell
123
-1,719
-93% -$92.1K ﹤0.01% 378
2024
Q1 		$109K Buy
1,842
+207
+13% +$11.2K 0.03% 171
2023
Q4 		$77.1K Hold
1,635
– – 0.02% 190
2023
Q3 		$69.2K Hold
1,635
– – 0.02% 193
2023
Q2 		$64.9K Hold
1,635
– – 0.02% 203
2023
Q1 		$67.9K Sell
1,635
-221
-12% -$9.89K 0.02% 207
2022
Q4 		$89.8K Hold
1,856
– – 0.03% 179
2022
Q3 		$79.9K Hold
1,856
– – 0.03% 178
2022
Q2 		$84.4K Hold
1,856
– – 0.03% 177
2022
Q1 		$82.4K Hold
1,856
– – 0.03% 191
2021
Q4 		$68K Hold
1,856
– – 0.02% 208
2021
Q3 		$60.4K Hold
1,856
– – 0.02% 198
2021
Q2 		$61.4K Hold
1,856
– – 0.02% 188
2021
Q1 		$62.2K Hold
1,856
– – 0.03% 172
2020
Q4 		$54.8K Hold
1,856
– – 0.02% 177
2020
Q3 		$50.4K Hold
1,856
– – 0.03% 174
2020
Q2 		$47.3K Hold
1,856
– – 0.03% 179
2020
Q1 		$43K Buy
+1,856
New +$55.3K 0.03% 179

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return