Burleson & Co’s W.R. Berkley WRB Stock Holding History

Burleson & Co’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
2022 Q3	–	Sell	-29	Closed	-$1K	–	497
2022 Q2	$1K	Buy	+29	New	+$1.32K	﹤0.01%	410

Other funds holding WRB

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Burleson & Co's WRB Position: Q3 2022 in Review

Burleson & Co sold out of W.R. Berkley (WRB) in Q3 2022, closing a stake of 29 shares — an estimated $1K sold.

Burleson & Co first reported a position in WRB in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 667 funds tracked by Wall St. Rank hold WRB as of Q3 2022.

Burleson & Co reported no remaining W.R. Berkley position as of Q3 2022 after selling out during the quarter.
Burleson & Co sold 29 W.R. Berkley shares in Q3 2022, an estimated $1K.
Burleson & Co first reported a position in W.R. Berkley in Q2 2022 and held it in 1 quarter.
Burleson & Co's W.R. Berkley position peaked at $1K in Q2 2022.
667 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2022.

Based on Burleson & Co's 13F filing for Q3 2022, filed 17 Oct 2022.