ASB Consultores’s W.R. Berkley WRB Stock Holding History

ASB Consultores’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 Q2	–	Sell	-5,462	Closed	-$322K	–	296
2024 Q1	$322K	Buy	+5,462	New	+$295K	0.08%	194

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

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

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

Norges Bank Oslo, Norway $1T AUM

ASB Consultores's WRB Position: Q2 2024 in Review

ASB Consultores sold out of W.R. Berkley (WRB) in Q2 2024, closing a stake of 5,462 shares — an estimated $322K sold.

ASB Consultores first reported a position in WRB in Q1 2024 and held it in 1 quarter. The position peaked at $322K in Q1 2024. 757 funds tracked by Wall St. Rank hold WRB as of Q2 2024.

ASB Consultores reported no remaining W.R. Berkley position as of Q2 2024 after selling out during the quarter.
ASB Consultores sold 5,462 W.R. Berkley shares in Q2 2024, an estimated $322K.
ASB Consultores first reported a position in W.R. Berkley in Q1 2024 and held it in 1 quarter.
ASB Consultores's W.R. Berkley position peaked at $322K in Q1 2024.
757 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2024.

Based on ASB Consultores's 13F filing for Q2 2024, filed 12 Aug 2024.