First Personal Financial Services’s W.R. Berkley WRB Stock Holding History

First Personal Financial Services’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 Q3	$171	Buy	+3	New	+$168	﹤0.01%	485

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Norges Bank Oslo, Norway $935B AUM

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

First Personal Financial Services's WRB Position: Q3 2024 in Review

First Personal Financial Services opened a new position in W.R. Berkley (WRB) in Q3 2024: 3 shares worth $171. The stake represents ﹤0.01% of the portfolio and ranks #485 among its holdings.

795 funds tracked by Wall St. Rank hold WRB as of Q3 2024.

First Personal Financial Services held 3 shares of W.R. Berkley worth $171 as of Q3 2024.
W.R. Berkley was a new First Personal Financial Services position in Q3 2024.
W.R. Berkley made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #485 holding.
795 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.