Willow Financial’s W.R. Berkley WRB Stock Holding History

Willow Financial’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
2026 Q1	–	Sell	-5,274	Closed	-$370K	–	46
2025 Q4	$370K	Buy	+5,274	New	+$389K	0.38%	34

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Willow Financial's WRB Position: Q1 2026 in Review

Willow Financial sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 5,274 shares — an estimated $370K sold.

Willow Financial first reported a position in WRB in Q4 2025 and held it in 1 quarter. The position peaked at $370K in Q4 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Willow Financial reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
Willow Financial sold 5,274 W.R. Berkley shares in Q1 2026, an estimated $370K.
Willow Financial first reported a position in W.R. Berkley in Q4 2025 and held it in 1 quarter.
Willow Financial's W.R. Berkley position peaked at $370K in Q4 2025.
920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Willow Financial's 13F filing for Q1 2026, filed 21 Apr 2026.