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Baldwin Wealth Partners’s W.R. Berkley WRB Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-1,534
Closed -$87K – 1044
2024
Q3 		$87K Buy
1,534
+1,481
+2,794% +$83.2K 0.01% 432
2024
Q2 		$2.75K Buy
+53
New +$2.84K ﹤0.01% 636
2013
Q3 		– Sell
-81,057
Closed -$981K – 249
2013
Q2 		$981K Buy
+81,057
New +$1.02M 0.19% 115

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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Baldwin Wealth Partners's WRB Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of W.R. Berkley (WRB) in Q4 2024, closing a stake of 1,534 shares — an estimated $87K sold.

Baldwin Wealth Partners first reported a position in WRB in Q2 2013 and held it in 3 quarters. The position peaked at $981K in Q2 2013. 876 funds tracked by Wall St. Rank hold WRB as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining W.R. Berkley position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,534 W.R. Berkley shares in Q4 2024, an estimated $87K.
  • Baldwin Wealth Partners first reported a position in W.R. Berkley in Q2 2013 and held it in 3 quarters.
  • Baldwin Wealth Partners's W.R. Berkley position peaked at $981K in Q2 2013.
  • 876 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.