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Atria Wealth Solutions’s W.R. Berkley WRB Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-10,752
Closed -$446K – 1998
2023
Q1 		$446K Sell
10,752
-840
-7% -$37.6K 0.01% 1196
2022
Q4 		$561K Buy
11,592
+2,400
+26% +$116K 0.01% 1019
2022
Q3 		$396K Buy
+9,192
New +$399K 0.01% 1152

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 $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Atria Wealth Solutions's WRB Position: Q2 2023 in Review

Atria Wealth Solutions sold out of W.R. Berkley (WRB) in Q2 2023, closing a stake of 10,752 shares — an estimated $446K sold.

Atria Wealth Solutions first reported a position in WRB in Q3 2022 and held it in 3 quarters. The position peaked at $561K in Q4 2022. 658 funds tracked by Wall St. Rank hold WRB as of Q2 2023.

  • Atria Wealth Solutions reported no remaining W.R. Berkley position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,752 W.R. Berkley shares in Q2 2023, an estimated $446K.
  • Atria Wealth Solutions first reported a position in W.R. Berkley in Q3 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's W.R. Berkley position peaked at $561K in Q4 2022.
  • 658 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.