Contravisory Investment Management’s W.R. Berkley WRB Stock Holding History

Contravisory Investment Management’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
2024 Q3	–	Sell	-7,602	Closed	-$398K	–	402
2024 Q2	$398K	Buy	+7,602	New	+$407K	0.09%	154
2022 Q2	–	Sell	-12,282	Closed	-$545K	–	383
2022 Q1	$545K	Sell	12,282 -10	-0.1%	-$399	0.15%	79
2021 Q4	$450K	Buy	+12,292	New	+$436K	0.12%	117

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Contravisory Investment Management's WRB Position: Q3 2024 in Review

Contravisory Investment Management sold out of W.R. Berkley (WRB) in Q3 2024, closing a stake of 7,602 shares — an estimated $398K sold.

Contravisory Investment Management first reported a position in WRB in Q4 2021 and held it in 3 quarters. The position peaked at $545K in Q1 2022. 798 funds tracked by Wall St. Rank hold WRB as of Q3 2024.

Contravisory Investment Management reported no remaining W.R. Berkley position as of Q3 2024 after selling out during the quarter.
Contravisory Investment Management sold 7,602 W.R. Berkley shares in Q3 2024, an estimated $398K.
Contravisory Investment Management first reported a position in W.R. Berkley in Q4 2021 and held it in 3 quarters.
Contravisory Investment Management's W.R. Berkley position peaked at $545K in Q1 2022.
798 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2024.

Based on Contravisory Investment Management's 13F filing for Q3 2024, filed 9 Oct 2024.