Financial Architects (New Jersey)’s W.R. Berkley WRB Stock Holding History

Financial Architects (New Jersey)’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
2019 Q2	–	Sell	-898	Closed	-$23K	–	1491
2019 Q1	$23K	Sell	898 -7	-0.8%	-$165	﹤0.01%	850
2018 Q4	$20K	Hold	905	–	–	﹤0.01%	806
2018 Q3	$21K	Sell	905 -20	-2%	-$454	﹤0.01%	915
2018 Q2	$20K	Buy	925 +135	+17%	+$3K	﹤0.01%	813
2018 Q1	$17K	Sell	790 -44	-5%	-$918	﹤0.01%	933
2017 Q4	$18K	Hold	834	–	–	﹤0.01%	998
2017 Q3	$16K	Sell	834 -20	-2%	-$400	﹤0.01%	1019
2017 Q2	$18K	Buy	854 +105	+14%	+$2.13K	﹤0.01%	988
2017 Q1	$16K	Sell	749 -105	-12%	-$2.16K	﹤0.01%	1004
2016 Q4	$17K	Buy	854 +240	+39%	+$4.31K	﹤0.01%	881
2016 Q3	$11K	Hold	614	–	–	﹤0.01%	990
2016 Q2	$11K	Buy	+614	New	+$10.2K	﹤0.01%	960

Other funds holding WRB

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Financial Architects (New Jersey)'s WRB Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of W.R. Berkley (WRB) in Q2 2019, closing a stake of 898 shares — an estimated $23K sold.

Financial Architects (New Jersey) first reported a position in WRB in Q2 2016 and held it in 12 quarters. The position peaked at $23K in Q1 2019. 414 funds tracked by Wall St. Rank hold WRB as of Q2 2019.

Financial Architects (New Jersey) reported no remaining W.R. Berkley position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 898 W.R. Berkley shares in Q2 2019, an estimated $23K.
Financial Architects (New Jersey) first reported a position in W.R. Berkley in Q2 2016 and held it in 12 quarters.
Financial Architects (New Jersey)'s W.R. Berkley position peaked at $23K in Q1 2019.
414 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.