Berman Capital Advisors’s W.R. Berkley WRB Stock Holding History

Berman Capital Advisors’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
2021 Q3	$146K	Buy	4,491 +7	+0.2%	+$231	0.02%	340
2021 Q2	$148K	Sell	4,484 -21	-0.5%	-$727	0.02%	288
2021 Q1	$150K	Sell	4,505 -267	-6%	-$8.23K	0.03%	229
2020 Q4	$140K	Buy	4,772 +335	+8%	+$9.66K	0.03%	209
2020 Q3	$120K	Buy	4,437 +9	+0.2%	+$247	0.03%	202
2020 Q2	$112K	Buy	4,428 +281	+7%	+$6.89K	0.03%	213
2020 Q1	$96K	Sell	4,147 -47	-1%	-$1.4K	0.03%	203
2019 Q4	$128K	Buy	4,194 +43	+1%	+$1.33K	0.04%	194
2019 Q3	$133K	Sell	4,151 -5	-0.1%	-$156	0.04%	177
2019 Q2	$121K	Buy	4,156 +136	+3%	+$3.72K	0.04%	186
2019 Q1	$100K	Sell	4,020 -2,193	-35%	-$51.7K	0.03%	196
2018 Q4	$135K	Buy	+6,213	New	+$140K	0.05%	140

Other funds holding WRB

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Berman Capital Advisors's WRB Position: Q3 2021 in Review

Berman Capital Advisors increased its W.R. Berkley (WRB) stake by 0.16% in Q3 2021, buying an estimated $231 and bringing the position to 4,491 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #340.

Berman Capital Advisors first reported a position in WRB in Q4 2018 and has held it in 12 quarters since. The position peaked at $150K in Q1 2021. 512 funds tracked by Wall St. Rank hold WRB as of Q3 2021.

Berman Capital Advisors held 4,491 shares of W.R. Berkley worth $146K as of Q3 2021.
Berman Capital Advisors bought 7 W.R. Berkley shares in Q3 2021, an estimated $231.
W.R. Berkley made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #340 holding.
Berman Capital Advisors first reported a position in W.R. Berkley in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's W.R. Berkley position peaked at $150K in Q1 2021.
512 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.