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

Beaird Harris 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
2024
Q3 		– Sell
-276
Closed -$14.5K – 708
2024
Q2 		$14.5K Buy
+276
New +$14.8K ﹤0.01% 333

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beaird Harris Wealth Management's WRB Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of W.R. Berkley (WRB) in Q3 2024, closing a stake of 276 shares — an estimated $14.5K sold.

Beaird Harris Wealth Management first reported a position in WRB in Q2 2024 and held it in 1 quarter. The position peaked at $14.5K in Q2 2024. 795 funds tracked by Wall St. Rank hold WRB as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining W.R. Berkley position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 276 W.R. Berkley shares in Q3 2024, an estimated $14.5K.
  • Beaird Harris Wealth Management first reported a position in W.R. Berkley in Q2 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's W.R. Berkley position peaked at $14.5K in Q2 2024.
  • 795 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.