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FirstPurpose Wealth’s W.R. Berkley WRB Stock Holding History

FirstPurpose Wealth’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
Q1 		– Sell
-4,607
Closed -$223K – 204
2022
Q4 		$223K Sell
4,607
-282
-6% -$13.6K 0.12% 159
2022
Q3 		$210K Buy
+4,889
New +$212K 0.14% 136

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

FirstPurpose Wealth's WRB Position: Q1 2023 in Review

FirstPurpose Wealth sold out of W.R. Berkley (WRB) in Q1 2023, closing a stake of 4,607 shares — an estimated $223K sold.

FirstPurpose Wealth first reported a position in WRB in Q3 2022 and held it in 2 quarters. The position peaked at $223K in Q4 2022. 689 funds tracked by Wall St. Rank hold WRB as of Q1 2023.

  • FirstPurpose Wealth reported no remaining W.R. Berkley position as of Q1 2023 after selling out during the quarter.
  • FirstPurpose Wealth sold 4,607 W.R. Berkley shares in Q1 2023, an estimated $223K.
  • FirstPurpose Wealth first reported a position in W.R. Berkley in Q3 2022 and held it in 2 quarters.
  • FirstPurpose Wealth's W.R. Berkley position peaked at $223K in Q4 2022.
  • 689 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2023.

Based on FirstPurpose Wealth's 13F filing for Q1 2023, filed 3 May 2023.