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CFO4Life’s W.R. Berkley WRB Stock Holding History

CFO4Life’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 		$685K Buy
+14,153
New +$683K 0.15% 83

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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

CFO4Life's WRB Position: Q4 2022 in Review

CFO4Life opened a new position in W.R. Berkley (WRB) in Q4 2022: 14,153 shares worth $685K. The stake represents 0.15% of the portfolio and ranks #83 among its holdings.

716 funds tracked by Wall St. Rank hold WRB as of Q4 2022.

  • CFO4Life held 14,153 shares of W.R. Berkley worth $685K as of Q4 2022.
  • W.R. Berkley was a new CFO4Life position in Q4 2022.
  • W.R. Berkley made up 0.15% of CFO4Life's portfolio in Q4 2022, its #83 holding.
  • 716 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.