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Acrospire Investment Management’s W.R. Berkley WRB Stock Holding History

Acrospire Investment 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
2017
Q3 		– Sell
-2,700
Closed -$55K – 1441
2017
Q2 		$55K Buy
+2,700
New +$54.7K 0.05% 765
2017
Q1 		– Sell
-2,363
Closed -$47K – 2527
2016
Q4 		$47K Buy
+2,363
New +$42.4K 0.02% 1431
2016
Q3 		– Sell
-1,350
Closed -$24K – 2180
2016
Q2 		$24K Buy
+1,350
New +$22.5K 0.02% 1471

Other funds holding WRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acrospire Investment Management's WRB Position: Q3 2017 in Review

Acrospire Investment Management sold out of W.R. Berkley (WRB) in Q3 2017, closing a stake of 2,700 shares — an estimated $55K sold.

Acrospire Investment Management first reported a position in WRB in Q2 2016 and held it in 3 quarters. The position peaked at $55K in Q2 2017. 360 funds tracked by Wall St. Rank hold WRB as of Q3 2017.

  • Acrospire Investment Management reported no remaining W.R. Berkley position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 2,700 W.R. Berkley shares in Q3 2017, an estimated $55K.
  • Acrospire Investment Management first reported a position in W.R. Berkley in Q2 2016 and held it in 3 quarters.
  • Acrospire Investment Management's W.R. Berkley position peaked at $55K in Q2 2017.
  • 360 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.