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

Arlington Trust’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
2024 Q1	–	Sell	-47	Closed	-$2.19K	–	896
2023 Q4	$2.19K	Buy	+47	New	+$2.14K	﹤0.01%	611

Other funds holding WRB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arlington Trust's WRB Position: Q1 2024 in Review

Arlington Trust sold out of W.R. Berkley (WRB) in Q1 2024, closing a stake of 47 shares — an estimated $2.19K sold.

Arlington Trust first reported a position in WRB in Q4 2023 and held it in 1 quarter. The position peaked at $2.19K in Q4 2023. 773 funds tracked by Wall St. Rank hold WRB as of Q1 2024.

Arlington Trust reported no remaining W.R. Berkley position as of Q1 2024 after selling out during the quarter.
Arlington Trust sold 47 W.R. Berkley shares in Q1 2024, an estimated $2.19K.
Arlington Trust first reported a position in W.R. Berkley in Q4 2023 and held it in 1 quarter.
Arlington Trust's W.R. Berkley position peaked at $2.19K in Q4 2023.
773 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2024.

Based on Arlington Trust's 13F filing for Q1 2024, filed 16 Apr 2024.