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Bedel Financial Consulting’s W.R. Berkley WRB Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-1,122
Closed -$50K – 930
2022
Q1 		$50K Buy
1,122
+1
+0.1% +$40 0.02% 389
2021
Q4 		$41K Buy
1,121
+16
+1% +$567 0.01% 433
2021
Q3 		$36K Buy
1,105
+11
+1% +$363 0.01% 436
2021
Q2 		$36K Hold
1,094
– – 0.01% 445
2021
Q1 		$37K Buy
1,094
+3
+0.3% +$93 0.01% 415
2020
Q4 		$32K Buy
1,091
+2
+0.2% +$58 0.01% 380
2020
Q3 		$30K Buy
1,089
+2
+0.2% +$55 0.02% 374
2020
Q2 		$28K Buy
1,087
+2
+0.2% +$49 0.02% 361
2020
Q1 		$25K Buy
1,085
+3
+0.3% +$89 0.02% 360
2019
Q4 		$33K Buy
1,082
+15
+1% +$463 0.02% 352
2019
Q3 		$34K Sell
1,067
-326
-23% -$10.2K 0.02% 331
2019
Q2 		$41K Buy
1,393
+2
+0.1% +$55 0.02% 304
2019
Q1 		$35K Hold
1,391
– – 0.02% 322
2018
Q4 		$30K Buy
1,391
+14
+1% +$315 0.02% 316
2018
Q3 		$30K Buy
1,377
+13
+1% +$295 0.02% 333
2018
Q2 		$29K Buy
1,364
+11
+0.8% +$245 0.02% 332
2018
Q1 		$29K Buy
+1,353
New +$28.2K 0.02% 332

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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Bedel Financial Consulting's WRB Position: Q2 2022 in Review

Bedel Financial Consulting sold out of W.R. Berkley (WRB) in Q2 2022, closing a stake of 1,122 shares — an estimated $50K sold.

Bedel Financial Consulting first reported a position in WRB in Q1 2018 and held it in 17 quarters. The position peaked at $50K in Q1 2022. 664 funds tracked by Wall St. Rank hold WRB as of Q2 2022.

  • Bedel Financial Consulting reported no remaining W.R. Berkley position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,122 W.R. Berkley shares in Q2 2022, an estimated $50K.
  • Bedel Financial Consulting first reported a position in W.R. Berkley in Q1 2018 and held it in 17 quarters.
  • Bedel Financial Consulting's W.R. Berkley position peaked at $50K in Q1 2022.
  • 664 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.