CFFP
WRB icon

Center for Financial Planning’s W.R. Berkley WRB Stock Holding History

Center for Financial Planning’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
Q4 		– Sell
-105
Closed -$5K – 671
2022
Q3 		$5K Buy
+105
New +$4.56K ﹤0.01% 434
2021
Q2 		– Sell
-95
Closed -$3K – 549
2021
Q1 		$3K Hold
95
– – ﹤0.01% 481
2020
Q4 		$3K Hold
95
– – ﹤0.01% 430
2020
Q3 		$3K Hold
95
– – ﹤0.01% 399
2020
Q2 		$2K Hold
95
– – ﹤0.01% 420
2020
Q1 		$2K Hold
95
– – ﹤0.01% 517
2019
Q4 		$3K Buy
+95
New +$2.93K ﹤0.01% 418

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Center for Financial Planning's WRB Position: Q4 2022 in Review

Center for Financial Planning sold out of W.R. Berkley (WRB) in Q4 2022, closing a stake of 105 shares — an estimated $5K sold.

Center for Financial Planning first reported a position in WRB in Q4 2019 and held it in 7 quarters. The position peaked at $5K in Q3 2022. 714 funds tracked by Wall St. Rank hold WRB as of Q4 2022.

  • Center for Financial Planning reported no remaining W.R. Berkley position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 105 W.R. Berkley shares in Q4 2022, an estimated $5K.
  • Center for Financial Planning first reported a position in W.R. Berkley in Q4 2019 and held it in 7 quarters.
  • Center for Financial Planning's W.R. Berkley position peaked at $5K in Q3 2022.
  • 714 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.