FG
WRB icon

Foster Group’s W.R. Berkley WRB Stock Holding History

Foster Group’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
2021
Q4 		– Sell
-20,471
Closed -$666K – 146
2021
Q3 		$666K Sell
20,471
-20,436
-50% -$674K 0.07% 73
2021
Q2 		$1.35M Buy
40,907
+630
+2% +$21.8K 0.16% 37
2021
Q1 		$1.35M Hold
40,277
– – 0.21% 27
2020
Q4 		$1.18M Buy
+40,277
New +$1.16M 0.22% 26

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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

Foster Group's WRB Position: Q4 2021 in Review

Foster Group sold out of W.R. Berkley (WRB) in Q4 2021, closing a stake of 20,471 shares — an estimated $666K sold.

Foster Group first reported a position in WRB in Q4 2020 and held it in 4 quarters. The position peaked at $1.35M in Q2 2021. 575 funds tracked by Wall St. Rank hold WRB as of Q4 2021.

  • Foster Group reported no remaining W.R. Berkley position as of Q4 2021 after selling out during the quarter.
  • Foster Group sold 20,471 W.R. Berkley shares in Q4 2021, an estimated $666K.
  • Foster Group first reported a position in W.R. Berkley in Q4 2020 and held it in 4 quarters.
  • Foster Group's W.R. Berkley position peaked at $1.35M in Q2 2021.
  • 575 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2021.

Based on Foster Group's 13F filing for Q4 2021, filed 2 Feb 2022.