First Capital Advisors Group’s W.R. Berkley WRB Stock Holding History

First Capital Advisors Group’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 Q2	$5.54K	Buy	+140	New	+$5.5K	﹤0.01%	650

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

First Capital Advisors Group's WRB Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in W.R. Berkley (WRB) in Q2 2023: 140 shares worth $5.54K. The stake represents ﹤0.01% of the portfolio and ranks #650 among its holdings.

657 funds tracked by Wall St. Rank hold WRB as of Q2 2023.

First Capital Advisors Group held 140 shares of W.R. Berkley worth $5.54K as of Q2 2023.
W.R. Berkley was a new First Capital Advisors Group position in Q2 2023.
W.R. Berkley made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #650 holding.
657 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.