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Baldrige Asset Management’s W.R. Berkley WRB Stock Holding History

Baldrige Asset 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
2023
Q1 		$1K Buy
+14
New +$626 ﹤0.01% 392

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baldrige Asset Management's WRB Position: Q1 2023 in Review

Baldrige Asset Management opened a new position in W.R. Berkley (WRB) in Q1 2023: 14 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #392 among its holdings.

689 funds tracked by Wall St. Rank hold WRB as of Q1 2023.

  • Baldrige Asset Management held 14 shares of W.R. Berkley worth $1K as of Q1 2023.
  • W.R. Berkley was a new Baldrige Asset Management position in Q1 2023.
  • W.R. Berkley made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #392 holding.
  • 689 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.