Clarfeld Financial Advisors’s W.R. Berkley WRB Stock Holding History

Clarfeld Financial 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
2018 Q4	$64K	Buy	+2,936	New	+$66K	0.05%	87

Other funds holding WRB

BlackRock New York $6.73T AUM 46.02% 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 $60.8B AUM 26.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Clarfeld Financial Advisors's WRB Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in W.R. Berkley (WRB) in Q4 2018: 2,936 shares worth $64K. The stake represents 0.05% of the portfolio and ranks #87 among its holdings.

402 funds tracked by Wall St. Rank hold WRB as of Q4 2018.

Clarfeld Financial Advisors held 2,936 shares of W.R. Berkley worth $64K as of Q4 2018.
W.R. Berkley was a new Clarfeld Financial Advisors position in Q4 2018.
W.R. Berkley made up 0.05% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #87 holding.
402 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.