GCA
WRB icon

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
BlackRock New York $5.7T AUM 30.48% 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 $59B AUM 32.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return