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Arlington Partners’s W.R. Berkley WRB Stock Holding History

Arlington Partners’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
-47
Closed -$1.85K – 601
2023
Q2 		$1.85K Hold
47
– – ﹤0.01% 537
2023
Q1 		$1.93K Buy
+47
New +$2.1K ﹤0.01% 501
2022
Q1 		– Sell
-70
Closed -$3K – 665
2021
Q4 		$3K Buy
+70
New +$2.48K ﹤0.01% 624

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Arlington Partners's WRB Position: Q3 2023 in Review

Arlington Partners sold out of W.R. Berkley (WRB) in Q3 2023, closing a stake of 47 shares — an estimated $1.85K sold.

Arlington Partners first reported a position in WRB in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 663 funds tracked by Wall St. Rank hold WRB as of Q3 2023.

  • Arlington Partners reported no remaining W.R. Berkley position as of Q3 2023 after selling out during the quarter.
  • Arlington Partners sold 47 W.R. Berkley shares in Q3 2023, an estimated $1.85K.
  • Arlington Partners first reported a position in W.R. Berkley in Q4 2021 and held it in 3 quarters.
  • Arlington Partners's W.R. Berkley position peaked at $3K in Q4 2021.
  • 663 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2023.

Based on Arlington Partners's 13F filing for Q3 2023, filed 24 Oct 2023.