Epoch Investment Partners’s W.R. Berkley WRB Stock Holding History

Epoch Investment 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
2024 Q2	–	Sell	-5,733	Closed	-$338K	–	411
2024 Q1	$338K	Hold	5,733	–	–	﹤0.01%	383
2023 Q4	$270K	Hold	5,733	–	–	﹤0.01%	399
2023 Q3	$243K	Hold	5,733	–	–	﹤0.01%	412
2023 Q2	$228K	Hold	5,733	–	–	﹤0.01%	433
2023 Q1	$238K	Hold	5,733	–	–	﹤0.01%	427
2022 Q4	$277K	Hold	5,733	–	–	﹤0.01%	405
2022 Q3	$247K	Hold	5,733	–	–	﹤0.01%	419
2022 Q2	$261K	Hold	5,733	–	–	﹤0.01%	427
2022 Q1	$255K	Hold	5,733	–	–	﹤0.01%	428
2021 Q4	$210K	Buy	+5,733	New	+$203K	﹤0.01%	343
2020 Q3	–	Sell	-36,898	Closed	-$939K	–	312
2020 Q2	$939K	Buy	+36,898	New	+$905K	﹤0.01%	272

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

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

Janus Henderson Group London $209B AUM 37.72% 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

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

Norges Bank Oslo, Norway $1T AUM

Epoch Investment Partners's WRB Position: Q2 2024 in Review

Epoch Investment Partners sold out of W.R. Berkley (WRB) in Q2 2024, closing a stake of 5,733 shares — an estimated $338K sold.

Epoch Investment Partners first reported a position in WRB in Q2 2020 and held it in 11 quarters. The position peaked at $939K in Q2 2020. 757 funds tracked by Wall St. Rank hold WRB as of Q2 2024.

Epoch Investment Partners reported no remaining W.R. Berkley position as of Q2 2024 after selling out during the quarter.
Epoch Investment Partners sold 5,733 W.R. Berkley shares in Q2 2024, an estimated $338K.
Epoch Investment Partners first reported a position in W.R. Berkley in Q2 2020 and held it in 11 quarters.
Epoch Investment Partners's W.R. Berkley position peaked at $939K in Q2 2020.
757 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2024.

Based on Epoch Investment Partners's 13F filing for Q2 2024, filed 13 Aug 2024.