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Gradient Investments’s W.R. Berkley WRB Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-33
Closed -$1.56K – 1854
2023
Q4 		$1.56K Hold
33
– – ﹤0.01% 1303
2023
Q3 		$1.4K Hold
33
– – ﹤0.01% 1275
2023
Q2 		$1.31K Sell
33
-14
-30% -$550 ﹤0.01% 1280
2023
Q1 		$1.93K Buy
+47
New +$2.1K ﹤0.01% 1112
2020
Q2 		– Sell
-5
Closed – – 1218
2020
Q1 		$0 Buy
+5
New +$149 ﹤0.01% 1258

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gradient Investments's WRB Position: Q1 2024 in Review

Gradient Investments sold out of W.R. Berkley (WRB) in Q1 2024, closing a stake of 33 shares — an estimated $1.56K sold.

Gradient Investments first reported a position in WRB in Q1 2020 and held it in 5 quarters. The position peaked at $1.93K in Q1 2023. 773 funds tracked by Wall St. Rank hold WRB as of Q1 2024.

  • Gradient Investments reported no remaining W.R. Berkley position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 33 W.R. Berkley shares in Q1 2024, an estimated $1.56K.
  • Gradient Investments first reported a position in W.R. Berkley in Q1 2020 and held it in 5 quarters.
  • Gradient Investments's W.R. Berkley position peaked at $1.93K in Q1 2023.
  • 773 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.