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Founders Financial Alliance’s W.R. Berkley WRB Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-243
Closed -$6K – 1249
2020
Q3 		$6K Buy
+243
New +$6.66K ﹤0.01% 931

Other funds holding WRB

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Founders Financial Alliance's WRB Position: Q4 2020 in Review

Founders Financial Alliance sold out of W.R. Berkley (WRB) in Q4 2020, closing a stake of 243 shares — an estimated $6K sold.

Founders Financial Alliance first reported a position in WRB in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 504 funds tracked by Wall St. Rank hold WRB as of Q4 2020.

  • Founders Financial Alliance reported no remaining W.R. Berkley position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 243 W.R. Berkley shares in Q4 2020, an estimated $6K.
  • Founders Financial Alliance first reported a position in W.R. Berkley in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's W.R. Berkley position peaked at $6K in Q3 2020.
  • 504 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.