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Edge Advisors’s W.R. Berkley WRB Stock Holding History

Edge Advisors’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
Q2 		$79K Hold
3,713
– – 0.01% 440
2018
Q1 		$79K Hold
3,713
– – 0.01% 450
2017
Q4 		$78K Sell
3,713
-1,687
-31% -$34.5K 0.01% 434
2017
Q3 		$106K Sell
5,400
-307
-5% -$6.15K 0.01% 379
2017
Q2 		$116K Hold
5,707
– – 0.01% 376
2017
Q1 		$118K Buy
5,707
+307
+6% +$6.32K 0.01% 382
2016
Q4 		$106K Buy
+5,400
New +$97K 0.01% 370

Other funds holding WRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Edge Advisors's WRB Position: Q2 2018 in Review

Edge Advisors held its W.R. Berkley (WRB) position steady in Q2 2018 at 3,713 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #440.

Edge Advisors first reported a position in WRB in Q4 2016 and has held it in 7 quarters since. The position peaked at $118K in Q1 2017. 383 funds tracked by Wall St. Rank hold WRB as of Q2 2018.

  • Edge Advisors held 3,713 shares of W.R. Berkley worth $79K as of Q2 2018.
  • Edge Advisors left its W.R. Berkley share count unchanged in Q2 2018.
  • W.R. Berkley made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #440 holding.
  • Edge Advisors first reported a position in W.R. Berkley in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's W.R. Berkley position peaked at $118K in Q1 2017.
  • 383 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.