CSat Investment Advisory’s W.R. Berkley WRB Stock Holding History

CSat Investment Advisory’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
2021 Q1	$75K	Buy	2,248 +20	+0.9%	+$617	0.06%	113
2020 Q4	$66K	Sell	2,228 -769	-26%	-$22.2K	0.06%	114
2020 Q3	$81K	Sell	2,997 -34	-1%	-$932	0.01%	550
2020 Q2	$77K	Buy	3,031 +945	+45%	+$23.2K	0.01%	567
2020 Q1	$48K	Buy	2,086 +77	+4%	+$2.29K	0.01%	537
2019 Q4	$62K	Buy	2,009 +1,203	+149%	+$37.1K	0.02%	550
2019 Q3	$26K	Buy	806 +144	+22%	+$4.5K	0.01%	661
2019 Q2	$19K	Buy	+662	New	+$18.1K	0.01%	703

Other funds holding WRB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CSat Investment Advisory's WRB Position: Q1 2021 in Review

CSat Investment Advisory increased its W.R. Berkley (WRB) stake by 0.9% in Q1 2021, buying an estimated $617 and bringing the position to 2,248 shares worth $75K. The position accounts for 0.06% of the portfolio, ranked #113.

CSat Investment Advisory first reported a position in WRB in Q2 2019 and has held it in 8 quarters since. The position peaked at $81K in Q3 2020. 507 funds tracked by Wall St. Rank hold WRB as of Q1 2021.

CSat Investment Advisory held 2,248 shares of W.R. Berkley worth $75K as of Q1 2021.
CSat Investment Advisory bought 20 W.R. Berkley shares in Q1 2021, an estimated $617.
W.R. Berkley made up 0.06% of CSat Investment Advisory's portfolio in Q1 2021, its #113 holding.
CSat Investment Advisory first reported a position in W.R. Berkley in Q2 2019 and has held it in 8 quarters since.
CSat Investment Advisory's W.R. Berkley position peaked at $81K in Q3 2020.
507 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.