EARNEST Partners’s W.R. Berkley WRB Stock Holding History

EARNEST Partners’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	-135	Closed	-$5.71K	–	1101
2023 Q3	$5.71K	Hold	135	–	–	﹤0.01%	764
2023 Q2	$5.36K	Hold	135	–	–	﹤0.01%	786
2023 Q1	$5.6K	Hold	135	–	–	﹤0.01%	756
2022 Q4	$6.53K	Hold	135	–	–	﹤0.01%	718
2022 Q3	$6K	Hold	135	–	–	﹤0.01%	735
2022 Q2	$6K	Hold	135	–	–	﹤0.01%	761
2022 Q1	$6K	Hold	135	–	–	﹤0.01%	809
2021 Q4	$5K	Hold	135	–	–	﹤0.01%	879
2021 Q3	$4K	Hold	135	–	–	﹤0.01%	929
2021 Q2	$4K	Hold	135	–	–	﹤0.01%	943
2021 Q1	$5K	Hold	135	–	–	﹤0.01%	871
2020 Q4	$4K	Hold	135	–	–	﹤0.01%	901
2020 Q3	$4K	Hold	135	–	–	﹤0.01%	853
2020 Q2	$3K	Hold	135	–	–	﹤0.01%	896
2020 Q1	$3K	Hold	135	–	–	﹤0.01%	851
2019 Q4	$4K	Hold	135	–	–	﹤0.01%	872
2019 Q3	$4K	Hold	135	–	–	﹤0.01%	845
2019 Q2	$4K	Hold	135	–	–	﹤0.01%	866
2019 Q1	$3K	Hold	135	–	–	﹤0.01%	948
2018 Q4	$3K	Hold	135	–	–	﹤0.01%	910
2018 Q3	$3K	Hold	135	–	–	﹤0.01%	972
2018 Q2	$3K	Hold	135	–	–	﹤0.01%	974
2018 Q1	$3K	Hold	135	–	–	﹤0.01%	941
2017 Q4	$3K	Buy	+135	New	+$2.76K	﹤0.01%	938
2017 Q1	–	Sell	-135	Closed	-$3K	–	913
2016 Q4	$3K	Buy	+135	New	+$2.42K	﹤0.01%	857

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EARNEST Partners's WRB Position: Q4 2023 in Review

EARNEST Partners sold out of W.R. Berkley (WRB) in Q4 2023, closing a stake of 135 shares — an estimated $5.71K sold.

EARNEST Partners first reported a position in WRB in Q4 2016 and held it in 25 quarters. The position peaked at $6.53K in Q4 2022. 726 funds tracked by Wall St. Rank hold WRB as of Q4 2023.

EARNEST Partners reported no remaining W.R. Berkley position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 135 W.R. Berkley shares in Q4 2023, an estimated $5.71K.
EARNEST Partners first reported a position in W.R. Berkley in Q4 2016 and held it in 25 quarters.
EARNEST Partners's W.R. Berkley position peaked at $6.53K in Q4 2022.
726 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.