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Fernwood Investment Management’s W.R. Berkley WRB Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-182
Closed -$10.7K – 689
2024
Q1 		$10.7K Buy
+182
New +$9.84K ﹤0.01% 559

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Fernwood Investment Management's WRB Position: Q2 2024 in Review

Fernwood Investment Management sold out of W.R. Berkley (WRB) in Q2 2024, closing a stake of 182 shares — an estimated $10.7K sold.

Fernwood Investment Management first reported a position in WRB in Q1 2024 and held it in 1 quarter. The position peaked at $10.7K in Q1 2024. 754 funds tracked by Wall St. Rank hold WRB as of Q2 2024.

  • Fernwood Investment Management reported no remaining W.R. Berkley position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 182 W.R. Berkley shares in Q2 2024, an estimated $10.7K.
  • Fernwood Investment Management first reported a position in W.R. Berkley in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's W.R. Berkley position peaked at $10.7K in Q1 2024.
  • 754 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.