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Bartlett & Co Wealth Management’s W.R. Berkley WRB Stock Holding History

Bartlett & Co 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
2021
Q4 		– Sell
-90
Closed -$2.93K – 895
2021
Q3 		$2.93K Hold
90
– – ﹤0.01% 832
2021
Q2 		$3K Hold
90
– – ﹤0.01% 811
2021
Q1 		$3.01K Buy
+90
New +$2.78K ﹤0.01% 841
2018
Q2 		– Sell
-219
Closed -$4.73K – 780
2018
Q1 		$4.73K Buy
+219
New +$4.57K ﹤0.01% 659

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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

Bartlett & Co Wealth Management's WRB Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of W.R. Berkley (WRB) in Q4 2021, closing a stake of 90 shares — an estimated $2.93K sold.

Bartlett & Co Wealth Management first reported a position in WRB in Q1 2018 and held it in 4 quarters. The position peaked at $4.73K in Q1 2018. 575 funds tracked by Wall St. Rank hold WRB as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining W.R. Berkley position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 90 W.R. Berkley shares in Q4 2021, an estimated $2.93K.
  • Bartlett & Co Wealth Management first reported a position in W.R. Berkley in Q1 2018 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's W.R. Berkley position peaked at $4.73K in Q1 2018.
  • 575 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.