BIT
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BlackRock Institutional Trust’s W.R. Berkley WRB Stock Holding History

BlackRock Institutional Trust’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
2016
Q4 		$228M Sell
11,560,263
-57,790
-0.5% -$1.04M 0.03% 525
2016
Q3 		$199M Buy
11,618,053
+71,273
+0.6% +$1.23M 0.03% 554
2016
Q2 		$205M Buy
11,546,780
+629,337
+6% +$10.5M 0.03% 527
2016
Q1 		$182M Sell
10,917,443
-83,646
-0.8% -$1.29M 0.03% 587
2015
Q4 		$178M Buy
11,001,089
+223,148
+2% +$3.64M 0.03% 588
2015
Q3 		$174M Buy
10,777,941
+50,618
+0.5% +$829K 0.03% 575
2015
Q2 		$165M Sell
10,727,323
-306,139
-3% -$4.56M 0.03% 650
2015
Q1 		$165M Buy
11,033,462
+584,509
+6% +$8.69M 0.03% 654
2014
Q4 		$159M Buy
10,448,953
+143,198
+1% +$2.15M 0.03% 644
2014
Q3 		$146M Sell
10,305,755
-116,100
-1% -$1.61M 0.02% 654
2014
Q2 		$143M Sell
10,421,855
-308,492
-3% -$4.01M 0.02% 692
2014
Q1 		$132M Sell
10,730,347
-1,060
-0% -$12.8K 0.02% 730
2013
Q4 		$138M Buy
10,731,407
+516,318
+5% +$6.63M 0.02% 664
2013
Q3 		$130M Sell
10,215,089
-384,996
-4% -$4.83M 0.03% 647
2013
Q2 		$128M Buy
+10,600,085
New +$133M 0.03% 624

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock Institutional Trust's WRB Position: Q4 2016 in Review

BlackRock Institutional Trust reduced its W.R. Berkley (WRB) stake by 0.5% in Q4 2016, selling an estimated $1.04M and leaving 11,560,263 shares worth $228M. The position accounts for 0.03% of the portfolio, ranked #525.

BlackRock Institutional Trust first reported a position in WRB in Q2 2013 and has held it in 15 quarters since. 357 funds tracked by Wall St. Rank hold WRB as of Q4 2016.

  • BlackRock Institutional Trust held 11,560,263 shares of W.R. Berkley worth $228M as of Q4 2016.
  • BlackRock Institutional Trust sold 57,790 W.R. Berkley shares in Q4 2016, an estimated $1.04M.
  • W.R. Berkley made up 0.03% of BlackRock Institutional Trust's portfolio in Q4 2016, its #525 holding.
  • BlackRock Institutional Trust first reported a position in W.R. Berkley in Q2 2013 and has held it in 15 quarters since.
  • 357 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.