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Great Diamond Partners’s W.R. Berkley WRB Stock Holding History

Great Diamond Partners’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
2020
Q1 		– Sell
-164
Closed -$5K – 603
2019
Q4 		$5K Buy
+164
New +$5.06K ﹤0.01% 604

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Great Diamond Partners's WRB Position: Q1 2020 in Review

Great Diamond Partners sold out of W.R. Berkley (WRB) in Q1 2020, closing a stake of 164 shares — an estimated $5K sold.

Great Diamond Partners first reported a position in WRB in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 445 funds tracked by Wall St. Rank hold WRB as of Q1 2020.

  • Great Diamond Partners reported no remaining W.R. Berkley position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 164 W.R. Berkley shares in Q1 2020, an estimated $5K.
  • Great Diamond Partners first reported a position in W.R. Berkley in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's W.R. Berkley position peaked at $5K in Q4 2019.
  • 445 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.