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

Baystate 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
2023 Q4	$3K	Buy	+63	New	+$2.87K	﹤0.01%	996

Other funds holding WRB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Baystate Wealth Management's WRB Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in W.R. Berkley (WRB) in Q4 2023: 63 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #996 among its holdings.

724 funds tracked by Wall St. Rank hold WRB as of Q4 2023.

Baystate Wealth Management held 63 shares of W.R. Berkley worth $3K as of Q4 2023.
W.R. Berkley was a new Baystate Wealth Management position in Q4 2023.
W.R. Berkley made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #996 holding.
724 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.