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Foresters Investment Management’s W.R. Berkley WRB Stock Holding History

Foresters Investment 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
2017
Q4 		– Sell
-3,338
Closed -$66K – 649
2017
Q3 		$66K Hold
3,338
– – ﹤0.01% 570
2017
Q2 		$68K Buy
+3,338
New +$67.6K ﹤0.01% 568

Other funds holding WRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Foresters Investment Management's WRB Position: Q4 2017 in Review

Foresters Investment Management sold out of W.R. Berkley (WRB) in Q4 2017, closing a stake of 3,338 shares — an estimated $66K sold.

Foresters Investment Management first reported a position in WRB in Q2 2017 and held it in 2 quarters. The position peaked at $68K in Q2 2017. 374 funds tracked by Wall St. Rank hold WRB as of Q4 2017.

  • Foresters Investment Management reported no remaining W.R. Berkley position as of Q4 2017 after selling out during the quarter.
  • Foresters Investment Management sold 3,338 W.R. Berkley shares in Q4 2017, an estimated $66K.
  • Foresters Investment Management first reported a position in W.R. Berkley in Q2 2017 and held it in 2 quarters.
  • Foresters Investment Management's W.R. Berkley position peaked at $68K in Q2 2017.
  • 374 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2017.

Based on Foresters Investment Management's 13F filing for Q4 2017, filed 14 Feb 2018.