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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 – 701
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Graves Light Lenhart Wealth's WRB Position: Q2 2022 in Review

Graves Light Lenhart Wealth sold out of W.R. Berkley (WRB) in Q2 2022, closing a stake of 3,195 shares — an estimated $142K sold.

Graves Light Lenhart Wealth first reported a position in WRB in Q4 2020 and held it in 6 quarters. The position peaked at $179K in Q4 2021. 664 funds tracked by Wall St. Rank hold WRB as of Q2 2022.

  • Graves Light Lenhart Wealth reported no remaining W.R. Berkley position as of Q2 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 3,195 W.R. Berkley shares in Q2 2022, an estimated $142K.
  • Graves Light Lenhart Wealth first reported a position in W.R. Berkley in Q4 2020 and held it in 6 quarters.
  • Graves Light Lenhart Wealth's W.R. Berkley position peaked at $179K in Q4 2021.
  • 664 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.