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

AIA 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
2020
Q3 		$137K Buy
5,036
+1,548
+44% +$42.4K 0.03% 200
2020
Q2 		$89K Sell
3,488
-769
-18% -$18.9K 0.02% 183
2020
Q1 		$99K Buy
4,257
+389
+10% +$11.6K 0.02% 159
2019
Q4 		$119K Buy
3,868
+335
+9% +$10.3K 0.15% 105
2019
Q3 		$113K Buy
+3,533
New +$110K 0.11% 103

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

AIA Investment Management's WRB Position: Q3 2020 in Review

AIA Investment Management increased its W.R. Berkley (WRB) stake by 44% in Q3 2020, buying an estimated $42.4K and bringing the position to 5,036 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #200.

AIA Investment Management first reported a position in WRB in Q3 2019 and has held it in 5 quarters since. 454 funds tracked by Wall St. Rank hold WRB as of Q3 2020.

  • AIA Investment Management held 5,036 shares of W.R. Berkley worth $137K as of Q3 2020.
  • AIA Investment Management bought 1,548 W.R. Berkley shares in Q3 2020, an estimated $42.4K.
  • W.R. Berkley made up 0.03% of AIA Investment Management's portfolio in Q3 2020, its #200 holding.
  • AIA Investment Management first reported a position in W.R. Berkley in Q3 2019 and has held it in 5 quarters since.
  • 454 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2020.

Based on AIA Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.