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FJ Capital Management’s W.R. Berkley WRB Stock Holding History

FJ Capital Management’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 		– Sell
-16,316
Closed -$677K – 124
2023
Q1 		$677K Buy
16,316
+1,196
+8% +$53.5K 0.08% 83
2022
Q4 		$732K Sell
15,120
-4,380
-22% -$211K 0.09% 71
2022
Q3 		$860K Buy
+19,500
New +$847K 0.1% 72
2022
Q1 		– Sell
-24,750
Closed -$892K – 119
2021
Q4 		$892K Buy
+24,750
New +$878K 0.07% 97
2020
Q3 		– Sell
-47,250
Closed -$1.23M – 94
2020
Q2 		$1.23M Buy
+47,250
New +$1.16M 0.19% 61

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

FJ Capital Management's WRB Position: Q2 2023 in Review

FJ Capital Management sold out of W.R. Berkley (WRB) in Q2 2023, closing a stake of 16,316 shares — an estimated $677K sold.

FJ Capital Management first reported a position in WRB in Q2 2020 and held it in 5 quarters. The position peaked at $1.23M in Q2 2020. 658 funds tracked by Wall St. Rank hold WRB as of Q2 2023.

  • FJ Capital Management reported no remaining W.R. Berkley position as of Q2 2023 after selling out during the quarter.
  • FJ Capital Management sold 16,316 W.R. Berkley shares in Q2 2023, an estimated $677K.
  • FJ Capital Management first reported a position in W.R. Berkley in Q2 2020 and held it in 5 quarters.
  • FJ Capital Management's W.R. Berkley position peaked at $1.23M in Q2 2020.
  • 658 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2023.

Based on FJ Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.