B. Riley Wealth Management’s W.R. Berkley WRB Stock Holding History

B. Riley Wealth 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
2022 Q2	$271	Buy	5,961 +330	+6%	+$15K	﹤0.01%	561
2022 Q1	$250K	Buy	+5,631	New	+$225K	0.02%	498
2019 Q4	–	Sell	-16,637	Closed	-$534K	–	441
2019 Q3	$534K	Sell	16,637 -31	-0.2%	-$968	0.09%	195
2019 Q2	$488	Buy	16,668 +1,393	+9%	+$38.1K	0.08%	210
2019 Q1	$383K	Buy	+15,275	New	+$360K	0.07%	247
2015 Q3	–	Sell	-5,417	Closed	-$83K	–	759
2015 Q2	$83K	Hold	5,417	–	–	0.07%	312
2015 Q1	$81K	Hold	5,417	–	–	0.06%	331
2014 Q4	$82K	Buy	5,417 +17	+0.3%	+$256	0.07%	305
2014 Q3	$76K	Hold	5,400	–	–	0.06%	339
2014 Q2	$74K	Buy	5,400 +675	+14%	+$8.78K	0.05%	398
2014 Q1	$58K	Buy	+4,725	New	+$57.1K	0.04%	421

Other funds holding WRB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Riley Wealth Management's WRB Position: Q2 2022 in Review

B. Riley Wealth Management increased its W.R. Berkley (WRB) stake by 5.9% in Q2 2022, buying an estimated $15K and bringing the position to 5,961 shares worth $271. The position accounts for ﹤0.01% of the portfolio, ranked #561.

B. Riley Wealth Management first reported a position in WRB in Q1 2014 and has held it in 11 quarters since. The position peaked at $534K in Q3 2019. 662 funds tracked by Wall St. Rank hold WRB as of Q2 2022.

B. Riley Wealth Management held 5,961 shares of W.R. Berkley worth $271 as of Q2 2022.
B. Riley Wealth Management bought 330 W.R. Berkley shares in Q2 2022, an estimated $15K.
W.R. Berkley made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #561 holding.
B. Riley Wealth Management first reported a position in W.R. Berkley in Q1 2014 and has held it in 11 quarters since.
B. Riley Wealth Management's W.R. Berkley position peaked at $534K in Q3 2019.
662 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.