BSW
WRB icon

Buckingham Strategic Wealth’s W.R. Berkley WRB Stock Holding History

Buckingham Strategic Wealth’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
-10,269
Closed -$279K – 582
2020
Q3 		$279K Buy
+10,269
New +$282K 0.02% 387

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

Buckingham Strategic Wealth's WRB Position: Q4 2020 in Review

Buckingham Strategic Wealth sold out of W.R. Berkley (WRB) in Q4 2020, closing a stake of 10,269 shares — an estimated $279K sold.

Buckingham Strategic Wealth first reported a position in WRB in Q3 2020 and held it in 1 quarter. The position peaked at $279K in Q3 2020. 504 funds tracked by Wall St. Rank hold WRB as of Q4 2020.

  • Buckingham Strategic Wealth reported no remaining W.R. Berkley position as of Q4 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 10,269 W.R. Berkley shares in Q4 2020, an estimated $279K.
  • Buckingham Strategic Wealth first reported a position in W.R. Berkley in Q3 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's W.R. Berkley position peaked at $279K in Q3 2020.
  • 504 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.