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

BKM 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 Q1	–	Sell	-567	Closed	-$26.7K	–	565
2023 Q4	$26.7K	Buy	+567	New	+$25.8K	0.01%	340

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BKM Wealth Management's WRB Position: Q1 2024 in Review

BKM Wealth Management sold out of W.R. Berkley (WRB) in Q1 2024, closing a stake of 567 shares — an estimated $26.7K sold.

BKM Wealth Management first reported a position in WRB in Q4 2023 and held it in 1 quarter. The position peaked at $26.7K in Q4 2023. 773 funds tracked by Wall St. Rank hold WRB as of Q1 2024.

BKM Wealth Management reported no remaining W.R. Berkley position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 567 W.R. Berkley shares in Q1 2024, an estimated $26.7K.
BKM Wealth Management first reported a position in W.R. Berkley in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's W.R. Berkley position peaked at $26.7K in Q4 2023.
773 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.