DCM
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Dynamic Capital Management’s W.R. Berkley WRB Stock Holding History

Dynamic Capital 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
2018
Q4 		– Sell
-10,888
Closed -$258K – 118
2018
Q3 		$258K Buy
+10,888
New +$247K 0.35% 89
2018
Q1 		– Sell
-27,128
Closed -$576K – 252
2017
Q4 		$576K Buy
+27,128
New +$554K 0.2% 133
2016
Q4 		– Sell
-127,659
Closed -$2.19M – 473
2016
Q3 		$2.19M Buy
+127,659
New +$2.21M 0.28% 113
2016
Q1 		– Sell
-29,089
Closed -$472K – 447
2015
Q4 		$472K Buy
+29,089
New +$475K 0.23% 152
2015
Q2 		– Sell
-23,348
Closed -$349K – 362
2015
Q1 		$349K Buy
23,348
+3,510
+18% +$52.2K 0.13% 177
2014
Q4 		$301K Buy
+19,838
New +$298K 0.16% 175
2014
Q1 		– Sell
-158,196
Closed -$2.03M – 533
2013
Q4 		$2.03M Buy
+158,196
New +$2.03M 0.38% 69

Other funds holding WRB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return