First Manhattan’s W.R. Berkley WRB Stock Holding History

First Manhattan’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	-879	Closed	-$51.8K	–	1344
2024 Q1	$51.8K	Hold	879	–	–	﹤0.01%	884
2023 Q4	$41.4K	Hold	879	–	–	﹤0.01%	906
2023 Q3	$37.2K	Hold	879	–	–	﹤0.01%	936
2023 Q2	$34.9K	Buy	879 +150	+21%	+$5.9K	﹤0.01%	945
2023 Q1	$30.3K	Sell	729 -621	-46%	-$27.8K	﹤0.01%	1012
2022 Q4	$65.3K	Buy	1,350 +621	+85%	+$30K	﹤0.01%	890
2022 Q3	$31K	Hold	729	–	–	﹤0.01%	1015
2022 Q2	$33K	Hold	729	–	–	﹤0.01%	1038
2022 Q1	$32K	Hold	729	–	–	﹤0.01%	1082
2021 Q4	$26K	Hold	729	–	–	﹤0.01%	1127
2021 Q3	$23K	Hold	729	–	–	﹤0.01%	1146
2021 Q2	$24K	Hold	729	–	–	﹤0.01%	1130
2021 Q1	$24K	Buy	729 +691	+1,818%	+$21.3K	﹤0.01%	1108
2020 Q4	$1K	Hold	38	–	–	﹤0.01%	1314
2020 Q3	$1K	Buy	+38	New	+$1.04K	﹤0.01%	1303
2020 Q1	–	Sell	-225	Closed	-$6K	–	1472
2019 Q4	$6K	Hold	225	–	–	﹤0.01%	1190
2019 Q3	$7K	Hold	225	–	–	﹤0.01%	1188
2019 Q2	$6K	Buy	+225	New	+$6.16K	﹤0.01%	1229

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

First Manhattan's WRB Position: Q2 2024 in Review

First Manhattan sold out of W.R. Berkley (WRB) in Q2 2024, closing a stake of 879 shares — an estimated $51.8K sold.

First Manhattan first reported a position in WRB in Q2 2019 and held it in 18 quarters. The position peaked at $65.3K in Q4 2022. 757 funds tracked by Wall St. Rank hold WRB as of Q2 2024.

First Manhattan reported no remaining W.R. Berkley position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 879 W.R. Berkley shares in Q2 2024, an estimated $51.8K.
First Manhattan first reported a position in W.R. Berkley in Q2 2019 and held it in 18 quarters.
First Manhattan's W.R. Berkley position peaked at $65.3K in Q4 2022.
757 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.