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	–	647
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 $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Norges Bank Oslo, Norway $1T AUM

Clearview Wealth Advisors's WRB Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of W.R. Berkley (WRB) in Q3 2023, closing a stake of 813 shares — an estimated $32.3K sold.

Clearview Wealth Advisors first reported a position in WRB in Q4 2020 and held it in 11 quarters. The position peaked at $39.2K in Q4 2022. 664 funds tracked by Wall St. Rank hold WRB as of Q3 2023.

Clearview Wealth Advisors reported no remaining W.R. Berkley position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 813 W.R. Berkley shares in Q3 2023, an estimated $32.3K.
Clearview Wealth Advisors first reported a position in W.R. Berkley in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's W.R. Berkley position peaked at $39.2K in Q4 2022.
664 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.