Bruderman Asset Management’s W.R. Berkley WRB Stock Holding History

Bruderman Asset 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
2017 Q1	–	Sell	-3,038	Closed	-$60K	–	322
2016 Q4	$60K	Hold	3,038	–	–	0.02%	182
2016 Q3	$52K	Hold	3,038	–	–	0.02%	202
2016 Q2	$54K	Hold	3,038	–	–	0.02%	195
2016 Q1	$51K	Hold	3,038	–	–	0.02%	196
2015 Q4	$49K	Hold	3,038	–	–	0.02%	206
2015 Q3	$49K	Hold	3,038	–	–	0.02%	211
2015 Q2	$47K	Hold	3,038	–	–	0.02%	227
2015 Q1	$45K	Buy	+3,038	New	+$45.2K	0.02%	224

Other funds holding WRB

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bruderman Asset Management's WRB Position: Q1 2017 in Review

Bruderman Asset Management sold out of W.R. Berkley (WRB) in Q1 2017, closing a stake of 3,038 shares — an estimated $60K sold.

Bruderman Asset Management first reported a position in WRB in Q1 2015 and held it in 8 quarters. The position peaked at $60K in Q4 2016. 355 funds tracked by Wall St. Rank hold WRB as of Q1 2017.

Bruderman Asset Management reported no remaining W.R. Berkley position as of Q1 2017 after selling out during the quarter.
Bruderman Asset Management sold 3,038 W.R. Berkley shares in Q1 2017, an estimated $60K.
Bruderman Asset Management first reported a position in W.R. Berkley in Q1 2015 and held it in 8 quarters.
Bruderman Asset Management's W.R. Berkley position peaked at $60K in Q4 2016.
355 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2017.

Based on Bruderman Asset Management's 13F filing for Q1 2017, filed 9 May 2017.