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Cetera Advisors’s W.R. Berkley WRB Stock Holding History

Cetera Advisors’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
2024
Q1 		$968K Buy
+16,410
New +$888K 0.01% 1177
2023
Q1 		– Sell
-8,468
Closed -$410K – 1734
2022
Q4 		$410K Buy
+8,468
New +$408K 0.01% 1075
2016
Q3 		– Sell
-15,123
Closed -$267K – 824
2016
Q2 		$267K Buy
+15,123
New +$252K 0.02% 597

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Advisors's WRB Position: Q1 2024 in Review

Cetera Advisors opened a new position in W.R. Berkley (WRB) in Q1 2024: 16,410 shares worth $968K. The stake represents 0.01% of the portfolio and ranks #1177 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in WRB as recently as Q4 2022.

Cetera Advisors first reported a position in WRB in Q2 2016 and has held it in 3 quarters since. 773 funds tracked by Wall St. Rank hold WRB as of Q1 2024.

  • Cetera Advisors held 16,410 shares of W.R. Berkley worth $968K as of Q1 2024.
  • W.R. Berkley was a new Cetera Advisors position in Q1 2024.
  • W.R. Berkley made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1177 holding.
  • Cetera Advisors first reported a position in W.R. Berkley in Q2 2016 and has held it in 3 quarters since.
  • 773 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.