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Curi Wealth Management’s W.R. Berkley WRB Stock Holding History

Curi Wealth 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
2022
Q3 		– Sell
-6
Closed – – 705
2022
Q2 		$0 Hold
6
– – ﹤0.01% 734
2022
Q1 		$0 Sell
6
-1
-14% -$40 ﹤0.01% 663
2021
Q4 		$0 Buy
+7
New +$248 ﹤0.01% 612
2021
Q1 		– Sell
-7
Closed – – 495
2020
Q4 		$0 Buy
+7
New +$202 ﹤0.01% 521

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Curi Wealth Management's WRB Position: Q3 2022 in Review

Curi Wealth Management sold out of W.R. Berkley (WRB) in Q3 2022, closing a stake of 6 shares.

Curi Wealth Management first reported a position in WRB in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 666 funds tracked by Wall St. Rank hold WRB as of Q3 2022.

  • Curi Wealth Management reported no remaining W.R. Berkley position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 6 W.R. Berkley shares in Q3 2022.
  • Curi Wealth Management first reported a position in W.R. Berkley in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's W.R. Berkley position peaked at $0 in Q2 2022.
  • 666 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.