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Credit Capital Investments’s W.R. Berkley WRB Stock Holding History

Credit Capital Investments’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
-4,470
Closed -$234K – 43
2024
Q2 		$234K Buy
+4,470
New +$239K 0.29% 26
2023
Q2 		– Sell
-10,038
Closed -$417K – 75
2023
Q1 		$417K Buy
+10,038
New +$449K 0.54% 42

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Credit Capital Investments's WRB Position: Q3 2024 in Review

Credit Capital Investments sold out of W.R. Berkley (WRB) in Q3 2024, closing a stake of 4,470 shares — an estimated $234K sold.

Credit Capital Investments first reported a position in WRB in Q1 2023 and held it in 2 quarters. The position peaked at $417K in Q1 2023. 796 funds tracked by Wall St. Rank hold WRB as of Q3 2024.

  • Credit Capital Investments reported no remaining W.R. Berkley position as of Q3 2024 after selling out during the quarter.
  • Credit Capital Investments sold 4,470 W.R. Berkley shares in Q3 2024, an estimated $234K.
  • Credit Capital Investments first reported a position in W.R. Berkley in Q1 2023 and held it in 2 quarters.
  • Credit Capital Investments's W.R. Berkley position peaked at $417K in Q1 2023.
  • 796 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2024.

Based on Credit Capital Investments's 13F filing for Q3 2024, filed 5 Nov 2024.