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Credential Qtrade Securities’s W.R. Berkley WRB Stock Holding History

Credential Qtrade Securities’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
2022
Q2 		– Sell
-10,037
Closed -$446K – 379
2022
Q1 		$446K Buy
10,037
+195
+2% +$7.78K 0.03% 194
2021
Q4 		$360K Sell
9,842
-90
-0.9% -$3.19K 0.02% 214
2021
Q3 		$323K Buy
9,932
+520
+6% +$17.1K 0.03% 211
2021
Q2 		$311K Buy
9,412
+1,211
+15% +$41.9K 0.02% 212
2021
Q1 		$275K Buy
8,201
+796
+11% +$24.6K 0.02% 206
2020
Q4 		$219K Buy
7,405
+43
+0.6% +$1.24K 0.02% 196
2020
Q3 		$200K Buy
+7,362
New +$202K 0.02% 192

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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Credential Qtrade Securities's WRB Position: Q2 2022 in Review

Credential Qtrade Securities sold out of W.R. Berkley (WRB) in Q2 2022, closing a stake of 10,037 shares — an estimated $446K sold.

Credential Qtrade Securities first reported a position in WRB in Q3 2020 and held it in 7 quarters. The position peaked at $446K in Q1 2022. 664 funds tracked by Wall St. Rank hold WRB as of Q2 2022.

  • Credential Qtrade Securities reported no remaining W.R. Berkley position as of Q2 2022 after selling out during the quarter.
  • Credential Qtrade Securities sold 10,037 W.R. Berkley shares in Q2 2022, an estimated $446K.
  • Credential Qtrade Securities first reported a position in W.R. Berkley in Q3 2020 and held it in 7 quarters.
  • Credential Qtrade Securities's W.R. Berkley position peaked at $446K in Q1 2022.
  • 664 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2022.

Based on Credential Qtrade Securities's 13F filing for Q2 2022, filed 21 Jul 2025.