GLLW
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Graves Light Lenhart Wealth’s W.R. Berkley WRB Stock Holding History

Graves Light Lenhart Wealth’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
2022
Q2 		– Sell
-3,195
Closed -$142K – 703
2022
Q1 		$142K Sell
3,195
-1,688
-35% -$67.3K 0.02% 214
2021
Q4 		$179K Hold
4,883
– – 0.03% 203
2021
Q3 		$159K Hold
4,883
– – 0.03% 202
2021
Q2 		$162K Sell
4,883
-414
-8% -$14.3K 0.03% 198
2021
Q1 		$177K Hold
5,297
– – 0.03% 193
2020
Q4 		$156K Buy
+5,297
New +$153K 0.03% 196

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return