Capital Analysts LLC’s W.R. Berkley WRB Stock Holding History

Capital Analysts LLC’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 Q4	–	Sell	-128	Closed	-$5K	–	1222
2023 Q3	$5K	Buy	+128	New	+$5.3K	﹤0.01%	983

Other funds holding WRB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Analysts LLC's WRB Position: Q4 2023 in Review

Capital Analysts LLC sold out of W.R. Berkley (WRB) in Q4 2023, closing a stake of 128 shares — an estimated $5K sold.

Capital Analysts LLC first reported a position in WRB in Q3 2023 and held it in 1 quarter. The position peaked at $5K in Q3 2023. 724 funds tracked by Wall St. Rank hold WRB as of Q4 2023.

Capital Analysts LLC reported no remaining W.R. Berkley position as of Q4 2023 after selling out during the quarter.
Capital Analysts LLC sold 128 W.R. Berkley shares in Q4 2023, an estimated $5K.
Capital Analysts LLC first reported a position in W.R. Berkley in Q3 2023 and held it in 1 quarter.
Capital Analysts LLC's W.R. Berkley position peaked at $5K in Q3 2023.
724 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2023.

Based on Capital Analysts LLC's 13F filing for Q4 2023, filed 30 Jan 2024.