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

Clearview 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
2023 Q3	–	Sell	-813	Closed	-$32.3K	–	650
2023 Q2	$32.3K	Buy	813 +3	+0.4%	+$118	0.03%	221
2023 Q1	$33.7K	Hold	810	–	–	0.03%	222
2022 Q4	$39.2K	Buy	810 +3	+0.4%	+$145	0.03%	180
2022 Q3	$35K	Buy	807 +7	+0.9%	+$304	0.03%	198
2022 Q2	$36K	Hold	800	–	–	0.03%	214
2022 Q1	$36K	Sell	800 -1	-0.1%	-$40	0.02%	236
2021 Q4	$29K	Buy	801 +11	+1%	+$390	0.02%	286
2021 Q3	$26K	Buy	790 +9	+1%	+$297	0.02%	307
2021 Q2	$26K	Hold	781	–	–	0.02%	312
2021 Q1	$26K	Hold	781	–	–	0.02%	304
2020 Q4	$23K	Buy	+781	New	+$22.5K	0.02%	291

Other funds holding WRB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM