CC
WRB icon

Curian Capital’s W.R. Berkley WRB Stock Holding History

Curian Capital’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
2015
Q1 		– Sell
-79,728
Closed -$1.21M – 618
2014
Q4 		$1.21M Buy
79,728
+773
+1% +$11.6K 0.02% 400
2014
Q3 		$1.12M Buy
78,955
+2,076
+3% +$28.8K 0.02% 407
2014
Q2 		$1.05M Sell
76,879
-32,474
-30% -$422K 0.02% 419
2014
Q1 		$1.35M Buy
109,353
+2,031
+2% +$24.5K 0.02% 368
2013
Q4 		$1.38M Buy
107,322
+66,103
+160% +$848K 0.02% 340
2013
Q3 		$523K Buy
41,219
+5,292
+15% +$66.4K 0.01% 500
2013
Q2 		$435K Buy
+35,927
New +$452K 0.01% 507

Other funds holding WRB

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return