AG
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AlphaSimPlex Group’s W.R. Berkley WRB Stock Holding History

AlphaSimPlex Group’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 		– Sell
-9,160
Closed -$233K – 327
2020
Q2 		$233K Buy
+9,160
New +$225K 0.17% 232
2020
Q1 		– Sell
-32,364
Closed -$994K – 244
2019
Q4 		$994K Buy
+32,364
New +$999K 0.37% 111

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AlphaSimPlex Group's WRB Position: Q3 2020 in Review

AlphaSimPlex Group sold out of W.R. Berkley (WRB) in Q3 2020, closing a stake of 9,160 shares — an estimated $233K sold.

AlphaSimPlex Group first reported a position in WRB in Q4 2019 and held it in 2 quarters. The position peaked at $994K in Q4 2019. 455 funds tracked by Wall St. Rank hold WRB as of Q3 2020.

  • AlphaSimPlex Group reported no remaining W.R. Berkley position as of Q3 2020 after selling out during the quarter.
  • AlphaSimPlex Group sold 9,160 W.R. Berkley shares in Q3 2020, an estimated $233K.
  • AlphaSimPlex Group first reported a position in W.R. Berkley in Q4 2019 and held it in 2 quarters.
  • AlphaSimPlex Group's W.R. Berkley position peaked at $994K in Q4 2019.
  • 455 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2020.

Based on AlphaSimPlex Group's 13F filing for Q3 2020, filed 13 Nov 2020.