B
WRB icon

Brightworth’s W.R. Berkley WRB Stock Holding History

Brightworth’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
2018
Q2 		– Sell
-10,618
Closed -$229K – 130
2018
Q1 		$229K Buy
+10,618
New +$222K 0.05% 108
2017
Q3 		– Sell
-9,896
Closed -$203K – 131
2017
Q2 		$203K Hold
9,896
– – 0.11% 37
2017
Q1 		$207K Sell
9,896
-1,049
-10% -$21.6K 0.11% 37
2016
Q4 		$216K Sell
10,945
-1,026
-9% -$18.4K 0.12% 37
2016
Q3 		$213K Hold
11,971
– – 0.16% 9
2016
Q2 		$213K Buy
+11,971
New +$199K 0.16% 8
2016
Q1 		– Sell
-12,923
Closed -$210K – 21
2015
Q4 		$210K Buy
+12,923
New +$211K 0.21% 19

Other funds holding WRB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return