Desjardins Global Asset Management’s W.R. Berkley WRB Stock Holding History

Desjardins Global Asset 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
2023 Q4	$134K	Buy	2,832 +39	+1%	+$1.78K	0.01%	417
2023 Q3	$118K	Sell	2,793 -942	-25%	-$39K	0.01%	443
2023 Q2	$148K	Buy	3,735 +1,852	+98%	+$72.8K	0.02%	467
2023 Q1	$78K	Sell	1,883 -29,065	-94%	-$1.3M	0.01%	487
2022 Q4	$1.5M	Sell	30,948 -5,226	-14%	-$252K	0.24%	94
2022 Q3	$1.56M	Sell	36,174 -4,770	-12%	-$207K	0.2%	106
2022 Q2	$1.86M	Buy	+40,944	New	+$1.86M	0.24%	90

Other funds holding WRB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Desjardins Global Asset Management's WRB Position: Q4 2023 in Review

Desjardins Global Asset Management increased its W.R. Berkley (WRB) stake by 1.4% in Q4 2023, buying an estimated $1.78K and bringing the position to 2,832 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #417.

Desjardins Global Asset Management first reported a position in WRB in Q2 2022 and has held it in 7 quarters since. The position peaked at $1.86M in Q2 2022. 724 funds tracked by Wall St. Rank hold WRB as of Q4 2023.

Desjardins Global Asset Management held 2,832 shares of W.R. Berkley worth $134K as of Q4 2023.
Desjardins Global Asset Management bought 39 W.R. Berkley shares in Q4 2023, an estimated $1.78K.
W.R. Berkley made up 0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #417 holding.
Desjardins Global Asset Management first reported a position in W.R. Berkley in Q2 2022 and has held it in 7 quarters since.
Desjardins Global Asset Management's W.R. Berkley position peaked at $1.86M in Q2 2022.
724 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.