AIM
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Aspen Investment Management’s W.R. Berkley WRB Stock Holding History

Aspen Investment Management’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
-10,301
Closed -$607K – 159
2024
Q1 		$607K Buy
10,301
+2,931
+40% +$159K 0.31% 90
2023
Q4 		$347K Buy
+7,370
New +$336K 0.19% 110

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Aspen Investment Management's WRB Position: Q2 2024 in Review

Aspen Investment Management sold out of W.R. Berkley (WRB) in Q2 2024, closing a stake of 10,301 shares — an estimated $607K sold.

Aspen Investment Management first reported a position in WRB in Q4 2023 and held it in 2 quarters. The position peaked at $607K in Q1 2024. 757 funds tracked by Wall St. Rank hold WRB as of Q2 2024.

  • Aspen Investment Management reported no remaining W.R. Berkley position as of Q2 2024 after selling out during the quarter.
  • Aspen Investment Management sold 10,301 W.R. Berkley shares in Q2 2024, an estimated $607K.
  • Aspen Investment Management first reported a position in W.R. Berkley in Q4 2023 and held it in 2 quarters.
  • Aspen Investment Management's W.R. Berkley position peaked at $607K in Q1 2024.
  • 757 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2024.

Based on Aspen Investment Management's 13F filing for Q2 2024, filed 26 Jul 2024.