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Boston Financial Management’s W.R. Berkley WRB Stock Holding History

Boston Financial 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
Q4 		$57.4M Sell
981,162
-6,661
-0.7% -$399K 1.73% 13
2024
Q3 		$56M Sell
987,823
-19,508
-2% -$1.1M 1.67% 13
2024
Q2 		$52.8M Sell
1,007,331
-6,023
-0.6% -$323K 1.68% 13
2024
Q1 		$59.7M Sell
1,013,354
-805
-0.1% -$43.5K 1.9% 11
2023
Q4 		$47.8M Sell
1,014,159
-32,282
-3% -$1.47M 1.62% 13
2023
Q3 		$44.3M Sell
1,046,441
-4,420
-0.4% -$183K 1.66% 17
2023
Q2 		$41.7M Sell
1,050,861
-11,406
-1% -$448K 1.51% 18
2023
Q1 		$44.1M Sell
1,062,267
-326,805
-24% -$14.6M 1.72% 16
2022
Q4 		$67.2M Buy
1,389,072
+6,981
+0.5% +$337K 2.7% 5
2022
Q3 		$59.5M Buy
1,382,091
+15,730
+1% +$683K 2.58% 5
2022
Q2 		$62.2M Sell
1,366,361
-9,448
-0.7% -$430K 2.68% 6
2022
Q1 		$61.1M Sell
1,375,809
-49,035
-3% -$1.96M 2.32% 8
2021
Q4 		$52.2M Sell
1,424,844
-19,400
-1% -$688K 1.9% 16
2021
Q3 		$47M Sell
1,444,244
-17,102
-1% -$564K 1.91% 14
2021
Q2 		$48.3M Buy
1,461,346
+26,206
+2% +$907K 1.95% 14
2021
Q1 		$48.1M Buy
1,435,140
+13,750
+1% +$424K 2.11% 13
2020
Q4 		$42M Sell
1,421,390
-22,541
-2% -$650K 1.91% 17
2020
Q3 		$39.2M Buy
1,443,931
+22,489
+2% +$617K 1.91% 16
2020
Q2 		$36.2M Buy
1,421,442
+442,651
+45% +$10.9M 1.95% 16
2020
Q1 		$22.7M Buy
978,791
+298,650
+44% +$8.9M 1.46% 23
2019
Q4 		$20.9M Buy
680,141
+12,008
+2% +$371K 1.14% 30
2019
Q3 		$21.4M Buy
668,133
+15,091
+2% +$471K 1.22% 28
2019
Q2 		$19.1M Buy
+653,042
New +$17.9M 1.11% 30

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Boston Financial Management's WRB Position: Q4 2024 in Review

Boston Financial Management reduced its W.R. Berkley (WRB) stake by 0.67% in Q4 2024, selling an estimated $399K and leaving 981,162 shares worth $57.4M. The position accounts for 1.73% of the portfolio, ranked #13.

Boston Financial Management first reported a position in WRB in Q2 2019 and has held it in 23 quarters since. The position peaked at $67.2M in Q4 2022. 873 funds tracked by Wall St. Rank hold WRB as of Q4 2024.

  • Boston Financial Management held 981,162 shares of W.R. Berkley worth $57.4M as of Q4 2024.
  • Boston Financial Management sold 6,661 W.R. Berkley shares in Q4 2024, an estimated $399K.
  • W.R. Berkley made up 1.73% of Boston Financial Management's portfolio in Q4 2024, its #13 holding.
  • Boston Financial Management first reported a position in W.R. Berkley in Q2 2019 and has held it in 23 quarters since.
  • Boston Financial Management's W.R. Berkley position peaked at $67.2M in Q4 2022.
  • 873 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.