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Formidable Asset Management’s W.R. Berkley WRB Stock Holding History

Formidable Asset 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
2019
Q2 		– Sell
-18,613
Closed -$955K – 345
2019
Q1 		$955K Buy
+18,613
New +$439K 0.38% 67

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Formidable Asset Management's WRB Position: Q2 2019 in Review

Formidable Asset Management sold out of W.R. Berkley (WRB) in Q2 2019, closing a stake of 18,613 shares — an estimated $955K sold.

Formidable Asset Management first reported a position in WRB in Q1 2019 and held it in 1 quarter. The position peaked at $955K in Q1 2019. 414 funds tracked by Wall St. Rank hold WRB as of Q2 2019.

  • Formidable Asset Management reported no remaining W.R. Berkley position as of Q2 2019 after selling out during the quarter.
  • Formidable Asset Management sold 18,613 W.R. Berkley shares in Q2 2019, an estimated $955K.
  • Formidable Asset Management first reported a position in W.R. Berkley in Q1 2019 and held it in 1 quarter.
  • Formidable Asset Management's W.R. Berkley position peaked at $955K in Q1 2019.
  • 414 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2019.

Based on Formidable Asset Management's 13F filing for Q2 2019, filed 15 Oct 2019.