Capital Guardian Trust’s W.R. Berkley WRB Stock Holding History

Capital Guardian Trust’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
2018 Q4	–	Sell	-604	Closed	-$14K	–	473
2018 Q3	$14K	Buy	+604	New	+$13.7K	﹤0.01%	445

Other funds holding WRB

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Guardian Trust's WRB Position: Q4 2018 in Review

Capital Guardian Trust sold out of W.R. Berkley (WRB) in Q4 2018, closing a stake of 604 shares — an estimated $14K sold.

Capital Guardian Trust first reported a position in WRB in Q3 2018 and held it in 1 quarter. The position peaked at $14K in Q3 2018. 401 funds tracked by Wall St. Rank hold WRB as of Q4 2018.

Capital Guardian Trust reported no remaining W.R. Berkley position as of Q4 2018 after selling out during the quarter.
Capital Guardian Trust sold 604 W.R. Berkley shares in Q4 2018, an estimated $14K.
Capital Guardian Trust first reported a position in W.R. Berkley in Q3 2018 and held it in 1 quarter.
Capital Guardian Trust's W.R. Berkley position peaked at $14K in Q3 2018.
401 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2018.

Based on Capital Guardian Trust's 13F filing for Q4 2018, filed 14 Feb 2019.