Cantor Fitzgerald’s W.R. Berkley WRB Stock Holding History

Cantor Fitzgerald’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
2023 Q2	–	Sell	-798,522	Closed	-$33.1M	–	667
2023 Q1	$33.1M	Buy	798,522 +817	+0.1%	+$36.6K	0.7%	20
2022 Q4	$38.6M	Sell	797,705 -15,798	-2%	-$762K	0.83%	17
2022 Q3	$35M	Sell	813,503 -55,606	-6%	-$2.41M	0.76%	22
2022 Q2	$39.5M	Buy	+869,109	New	+$39.5M	0.77%	21

Other funds holding WRB

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cantor Fitzgerald's WRB Position: Q2 2023 in Review

Cantor Fitzgerald sold out of W.R. Berkley (WRB) in Q2 2023, closing a stake of 798,522 shares — an estimated $33.1M sold.

Cantor Fitzgerald first reported a position in WRB in Q2 2022 and held it in 4 quarters. The position peaked at $39.5M in Q2 2022. 658 funds tracked by Wall St. Rank hold WRB as of Q2 2023.

Cantor Fitzgerald reported no remaining W.R. Berkley position as of Q2 2023 after selling out during the quarter.
Cantor Fitzgerald sold 798,522 W.R. Berkley shares in Q2 2023, an estimated $33.1M.
Cantor Fitzgerald first reported a position in W.R. Berkley in Q2 2022 and held it in 4 quarters.
Cantor Fitzgerald's W.R. Berkley position peaked at $39.5M in Q2 2022.
658 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2023.

Based on Cantor Fitzgerald's 13F filing for Q2 2023, filed 14 Aug 2023.