Estate Counselors’s W.R. Berkley WRB Stock Holding History

Estate Counselors’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 Q1	–	Sell	-24,473	Closed	-$1.18M	–	173
2022 Q4	$1.18M	Buy	24,473 +60	+0.2%	+$2.89K	0.17%	88
2022 Q3	$1.05M	Buy	+24,413	New	+$1.06M	0.16%	78

Other funds holding WRB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Estate Counselors's WRB Position: Q1 2023 in Review

Estate Counselors sold out of W.R. Berkley (WRB) in Q1 2023, closing a stake of 24,473 shares — an estimated $1.18M sold.

Estate Counselors first reported a position in WRB in Q3 2022 and held it in 2 quarters. The position peaked at $1.18M in Q4 2022. 689 funds tracked by Wall St. Rank hold WRB as of Q1 2023.

Estate Counselors reported no remaining W.R. Berkley position as of Q1 2023 after selling out during the quarter.
Estate Counselors sold 24,473 W.R. Berkley shares in Q1 2023, an estimated $1.18M.
Estate Counselors first reported a position in W.R. Berkley in Q3 2022 and held it in 2 quarters.
Estate Counselors's W.R. Berkley position peaked at $1.18M in Q4 2022.
689 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2023.

Based on Estate Counselors's 13F filing for Q1 2023, filed 4 May 2023.