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Braun-Bostich & Associates’s W.R. Berkley WRB Stock Holding History

Braun-Bostich & Associates’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
2020
Q4 		– Sell
-1,753
Closed -$48K – 228
2020
Q3 		$48K Buy
+1,753
New +$48.1K 0.05% 155

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
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

Braun-Bostich & Associates's WRB Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of W.R. Berkley (WRB) in Q4 2020, closing a stake of 1,753 shares — an estimated $48K sold.

Braun-Bostich & Associates first reported a position in WRB in Q3 2020 and held it in 1 quarter. The position peaked at $48K in Q3 2020. 504 funds tracked by Wall St. Rank hold WRB as of Q4 2020.

  • Braun-Bostich & Associates reported no remaining W.R. Berkley position as of Q4 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 1,753 W.R. Berkley shares in Q4 2020, an estimated $48K.
  • Braun-Bostich & Associates first reported a position in W.R. Berkley in Q3 2020 and held it in 1 quarter.
  • Braun-Bostich & Associates's W.R. Berkley position peaked at $48K in Q3 2020.
  • 504 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.