BIG
WRB icon

Bellwether Investment Group’s W.R. Berkley WRB Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-290
Closed -$6K – 622
2017
Q1 		$6K Buy
+290
New +$5.97K 0.02% 600

Other funds holding WRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $60.8B AUM 26.63% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bellwether Investment Group's WRB Position: Q2 2017 in Review

Bellwether Investment Group sold out of W.R. Berkley (WRB) in Q2 2017, closing a stake of 290 shares — an estimated $6K sold.

Bellwether Investment Group first reported a position in WRB in Q1 2017 and held it in 1 quarter. The position peaked at $6K in Q1 2017. 351 funds tracked by Wall St. Rank hold WRB as of Q2 2017.

  • Bellwether Investment Group reported no remaining W.R. Berkley position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 290 W.R. Berkley shares in Q2 2017, an estimated $6K.
  • Bellwether Investment Group first reported a position in W.R. Berkley in Q1 2017 and held it in 1 quarter.
  • Bellwether Investment Group's W.R. Berkley position peaked at $6K in Q1 2017.
  • 351 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.