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CWA Asset Management Group’s W.R. Berkley WRB Stock Holding History

CWA Asset Management Group’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
2023
Q4 		– Sell
-6,330
Closed -$268K – 446
2023
Q3 		$268K Buy
6,330
+903
+17% +$37.4K 0.02% 303
2023
Q2 		$215K Buy
+5,427
New +$213K 0.01% 338

Other funds holding WRB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
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
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

CWA Asset Management Group's WRB Position: Q4 2023 in Review

CWA Asset Management Group sold out of W.R. Berkley (WRB) in Q4 2023, closing a stake of 6,330 shares — an estimated $268K sold.

CWA Asset Management Group first reported a position in WRB in Q2 2023 and held it in 2 quarters. The position peaked at $268K in Q3 2023. 724 funds tracked by Wall St. Rank hold WRB as of Q4 2023.

  • CWA Asset Management Group reported no remaining W.R. Berkley position as of Q4 2023 after selling out during the quarter.
  • CWA Asset Management Group sold 6,330 W.R. Berkley shares in Q4 2023, an estimated $268K.
  • CWA Asset Management Group first reported a position in W.R. Berkley in Q2 2023 and held it in 2 quarters.
  • CWA Asset Management Group's W.R. Berkley position peaked at $268K in Q3 2023.
  • 724 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2023.

Based on CWA Asset Management Group's 13F filing for Q4 2023, filed 13 Feb 2024.