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BB&T Investment Services’s W.R. Berkley WRB Stock Holding History

BB&T Investment Services’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
2017
Q4 		$164K Buy
7,371
+1,606
+28% +$32.8K 0.03% 312
2017
Q3 		$120K Buy
5,765
+1,759
+44% +$35.2K 0.02% 340
2017
Q2 		$83K Buy
4,006
+2,406
+150% +$48.7K 0.02% 364
2017
Q1 		$32K Buy
+1,600
New +$32.9K 0.01% 469

Other funds holding WRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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 $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BB&T Investment Services's WRB Position: Q4 2017 in Review

BB&T Investment Services increased its W.R. Berkley (WRB) stake by 28% in Q4 2017, buying an estimated $32.8K and bringing the position to 7,371 shares worth $164K. The position accounts for 0.03% of the portfolio, ranked #312.

BB&T Investment Services first reported a position in WRB in Q1 2017 and has held it in 4 quarters since. 374 funds tracked by Wall St. Rank hold WRB as of Q4 2017.

  • BB&T Investment Services held 7,371 shares of W.R. Berkley worth $164K as of Q4 2017.
  • BB&T Investment Services bought 1,606 W.R. Berkley shares in Q4 2017, an estimated $32.8K.
  • W.R. Berkley made up 0.03% of BB&T Investment Services's portfolio in Q4 2017, its #312 holding.
  • BB&T Investment Services first reported a position in W.R. Berkley in Q1 2017 and has held it in 4 quarters since.
  • 374 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.