Gideon Capital Advisors’s W.R. Berkley WRB Stock Holding History

Gideon Capital Advisors’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	-9,082	Closed	-$228K	–	449
2019 Q1	$228K	Buy	+9,082	New	+$214K	0.08%	331
2018 Q3	–	Sell	-16,608	Closed	-$356K	–	511
2018 Q2	$356K	Buy	+16,608	New	+$369K	0.18%	218
2017 Q2	–	Sell	-15,285	Closed	-$320K	–	420
2017 Q1	$320K	Buy	+15,285	New	+$314K	0.19%	228
2016 Q1	–	Sell	-40,301	Closed	-$654K	–	240
2015 Q4	$654K	Buy	40,301 +15,377	+62%	+$251K	0.48%	79
2015 Q3	$402K	Buy	+24,924	New	+$408K	0.24%	138
2015 Q1	–	Sell	-86,505	Closed	-$1.31M	–	313
2014 Q4	$1.31M	Buy	+86,505	New	+$1.3M	0.62%	52
2014 Q1	–	Sell	-24,975	Closed	-$321K	–	298
2013 Q4	$321K	Buy	+24,975	New	+$321K	0.19%	137

Other funds holding WRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $60.8B AUM 26.63% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gideon Capital Advisors's WRB Position: Q2 2019 in Review

Gideon Capital Advisors sold out of W.R. Berkley (WRB) in Q2 2019, closing a stake of 9,082 shares — an estimated $228K sold.

Gideon Capital Advisors first reported a position in WRB in Q4 2013 and held it in 7 quarters. The position peaked at $1.31M in Q4 2014. 414 funds tracked by Wall St. Rank hold WRB as of Q2 2019.

Gideon Capital Advisors reported no remaining W.R. Berkley position as of Q2 2019 after selling out during the quarter.
Gideon Capital Advisors sold 9,082 W.R. Berkley shares in Q2 2019, an estimated $228K.
Gideon Capital Advisors first reported a position in W.R. Berkley in Q4 2013 and held it in 7 quarters.
Gideon Capital Advisors's W.R. Berkley position peaked at $1.31M in Q4 2014.
414 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2019.

Based on Gideon Capital Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.