1WM
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1900 Wealth Management’s W.R. Berkley WRB Stock Holding History

1900 Wealth Management’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
Q1 		– Sell
-4,974
Closed -$235K – 293
2023
Q4 		$235K Hold
4,974
– – 0.02% 267
2023
Q3 		$211K Buy
+4,974
New +$206K 0.02% 283

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

1900 Wealth Management's WRB Position: Q1 2024 in Review

1900 Wealth Management sold out of W.R. Berkley (WRB) in Q1 2024, closing a stake of 4,974 shares — an estimated $235K sold.

1900 Wealth Management first reported a position in WRB in Q3 2023 and held it in 2 quarters. The position peaked at $235K in Q4 2023. 773 funds tracked by Wall St. Rank hold WRB as of Q1 2024.

  • 1900 Wealth Management reported no remaining W.R. Berkley position as of Q1 2024 after selling out during the quarter.
  • 1900 Wealth Management sold 4,974 W.R. Berkley shares in Q1 2024, an estimated $235K.
  • 1900 Wealth Management first reported a position in W.R. Berkley in Q3 2023 and held it in 2 quarters.
  • 1900 Wealth Management's W.R. Berkley position peaked at $235K in Q4 2023.
  • 773 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2024.

Based on 1900 Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.