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Ambs Investment Counsel’s W.R. Berkley WRB Stock Holding History

Ambs Investment Counsel’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
2013
Q3 		$914K Sell
71,938
-136,738
-66% -$1.72M 0.55% 45
2013
Q2 		$2.53M Buy
+208,676
New +$2.63M 1.15% 39

Other funds holding WRB

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ambs Investment Counsel's WRB Position: Q3 2013 in Review

Ambs Investment Counsel reduced its W.R. Berkley (WRB) stake by 66% in Q3 2013, selling an estimated $1.72M and leaving 71,938 shares worth $914K. The position accounts for 0.55% of the portfolio, ranked #45.

Ambs Investment Counsel first reported a position in WRB in Q2 2013 and has held it in 2 quarters since. The position peaked at $2.53M in Q2 2013. 305 funds tracked by Wall St. Rank hold WRB as of Q3 2013.

  • Ambs Investment Counsel held 71,938 shares of W.R. Berkley worth $914K as of Q3 2013.
  • Ambs Investment Counsel sold 136,738 W.R. Berkley shares in Q3 2013, an estimated $1.72M.
  • W.R. Berkley made up 0.55% of Ambs Investment Counsel's portfolio in Q3 2013, its #45 holding.
  • Ambs Investment Counsel first reported a position in W.R. Berkley in Q2 2013 and has held it in 2 quarters since.
  • Ambs Investment Counsel's W.R. Berkley position peaked at $2.53M in Q2 2013.
  • 305 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2013.

Based on Ambs Investment Counsel's 13F filing for Q3 2013, filed 4 Nov 2013.