Argus Investors Counsel’s W.R. Berkley WRB Stock Holding History

Argus Investors 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
2023 Q3	–	Sell	-8,076	Closed	-$321K	–	99
2023 Q2	$321K	Buy	8,076 +1	+0%	+$39	0.22%	91
2023 Q1	$335K	Sell	8,075 -81	-1%	-$3.62K	0.25%	87
2022 Q4	$395K	Buy	+8,156	New	+$393K	0.32%	79

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Argus Investors Counsel's WRB Position: Q3 2023 in Review

Argus Investors Counsel sold out of W.R. Berkley (WRB) in Q3 2023, closing a stake of 8,076 shares — an estimated $321K sold.

Argus Investors Counsel first reported a position in WRB in Q4 2022 and held it in 3 quarters. The position peaked at $395K in Q4 2022. 664 funds tracked by Wall St. Rank hold WRB as of Q3 2023.

Argus Investors Counsel reported no remaining W.R. Berkley position as of Q3 2023 after selling out during the quarter.
Argus Investors Counsel sold 8,076 W.R. Berkley shares in Q3 2023, an estimated $321K.
Argus Investors Counsel first reported a position in W.R. Berkley in Q4 2022 and held it in 3 quarters.
Argus Investors Counsel's W.R. Berkley position peaked at $395K in Q4 2022.
664 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2023.

Based on Argus Investors Counsel's 13F filing for Q3 2023, filed 17 Oct 2023.