Clarus Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Clarus Wealth 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
2021 Q2	–	Sell	-7,673	Closed	-$272K	–	138
2021 Q1	$272K	Hold	7,673	–	–	0.17%	106
2020 Q4	$226K	Hold	7,673	–	–	0.15%	118
2020 Q3	$210K	Buy	+7,673	New	+$210K	0.16%	115
2020 Q1	–	Sell	-7,673	Closed	-$234K	–	152
2019 Q4	$234K	Sell	7,673 -7,004	-48%	-$216K	0.15%	121
2019 Q3	$471K	Buy	+14,677	New	+$458K	0.34%	67

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Clarus Wealth Advisors's WRB Position: Q2 2021 in Review

Clarus Wealth Advisors sold out of W.R. Berkley (WRB) in Q2 2021, closing a stake of 7,673 shares — an estimated $272K sold.

Clarus Wealth Advisors first reported a position in WRB in Q3 2019 and held it in 5 quarters. The position peaked at $471K in Q3 2019. 524 funds tracked by Wall St. Rank hold WRB as of Q2 2021.

Clarus Wealth Advisors reported no remaining W.R. Berkley position as of Q2 2021 after selling out during the quarter.
Clarus Wealth Advisors sold 7,673 W.R. Berkley shares in Q2 2021, an estimated $272K.
Clarus Wealth Advisors first reported a position in W.R. Berkley in Q3 2019 and held it in 5 quarters.
Clarus Wealth Advisors's W.R. Berkley position peaked at $471K in Q3 2019.
524 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2021.

Based on Clarus Wealth Advisors's 13F filing for Q2 2021, filed 13 Jul 2021.