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Disciplined Investments’s W.R. Berkley WRB Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-48
Closed -$1.91K – 1564
2023
Q2 		$1.91K Sell
48
-3
-6% -$118 ﹤0.01% 673
2023
Q1 		$2.12K Sell
51
-26
-34% -$1.16K ﹤0.01% 639
2022
Q4 		$3.7K Buy
77
+2
+3% +$96 ﹤0.01% 445
2022
Q3 		$3K Hold
75
– – ﹤0.01% 557
2022
Q2 		$3K Buy
75
+15
+25% +$682 ﹤0.01% 584
2022
Q1 		$3K Buy
+60
New +$2.39K ﹤0.01% 616

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Disciplined Investments's WRB Position: Q3 2023 in Review

Disciplined Investments sold out of W.R. Berkley (WRB) in Q3 2023, closing a stake of 48 shares — an estimated $1.91K sold.

Disciplined Investments first reported a position in WRB in Q1 2022 and held it in 6 quarters. The position peaked at $3.7K in Q4 2022. 664 funds tracked by Wall St. Rank hold WRB as of Q3 2023.

  • Disciplined Investments reported no remaining W.R. Berkley position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 48 W.R. Berkley shares in Q3 2023, an estimated $1.91K.
  • Disciplined Investments first reported a position in W.R. Berkley in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's W.R. Berkley position peaked at $3.7K in Q4 2022.
  • 664 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.