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Clear Investment Research’s W.R. Berkley WRB Stock Holding History

Clear Investment Research’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
2019
Q4 		– Sell
-23
Closed -$1K – 398
2019
Q3 		$1K Hold
23
– – ﹤0.01% 217
2019
Q2 		$1K Sell
23
-1
-4% -$27 ﹤0.01% 216
2019
Q1 		$1K Hold
24
– – ﹤0.01% 211
2018
Q4 		$1K Hold
24
– – ﹤0.01% 201
2018
Q3 		$1K Buy
+24
New +$545 ﹤0.01% 213

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Clear Investment Research's WRB Position: Q4 2019 in Review

Clear Investment Research sold out of W.R. Berkley (WRB) in Q4 2019, closing a stake of 23 shares — an estimated $1K sold.

Clear Investment Research first reported a position in WRB in Q3 2018 and held it in 5 quarters. The position peaked at $1K in Q3 2019. 493 funds tracked by Wall St. Rank hold WRB as of Q4 2019.

  • Clear Investment Research reported no remaining W.R. Berkley position as of Q4 2019 after selling out during the quarter.
  • Clear Investment Research sold 23 W.R. Berkley shares in Q4 2019, an estimated $1K.
  • Clear Investment Research first reported a position in W.R. Berkley in Q3 2018 and held it in 5 quarters.
  • Clear Investment Research's W.R. Berkley position peaked at $1K in Q3 2019.
  • 493 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2019.

Based on Clear Investment Research's 13F filing for Q4 2019, filed 4 Feb 2020.