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GYL Financial Synergies’s W.R. Berkley WRB Stock Holding History

GYL Financial Synergies’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
Q3 		$244K Buy
4,302
+15
+0.3% +$842 0.02% 326
2024
Q2 		$225K Buy
4,287
+4
+0.1% +$214 0.02% 343
2024
Q1 		$252K Buy
4,283
+18
+0.4% +$974 0.02% 317
2023
Q4 		$201K Buy
+4,265
New +$194K 0.02% 360
2023
Q1 		– Sell
-4,307
Closed -$208K – 291
2022
Q4 		$208K Buy
+4,307
New +$208K 0.05% 207

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 $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GYL Financial Synergies's WRB Position: Q3 2024 in Review

GYL Financial Synergies increased its W.R. Berkley (WRB) stake by 0.35% in Q3 2024, buying an estimated $842 and bringing the position to 4,302 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #326.

GYL Financial Synergies first reported a position in WRB in Q4 2022 and has held it in 5 quarters since. The position peaked at $252K in Q1 2024. 798 funds tracked by Wall St. Rank hold WRB as of Q3 2024.

  • GYL Financial Synergies held 4,302 shares of W.R. Berkley worth $244K as of Q3 2024.
  • GYL Financial Synergies bought 15 W.R. Berkley shares in Q3 2024, an estimated $842.
  • W.R. Berkley made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #326 holding.
  • GYL Financial Synergies first reported a position in W.R. Berkley in Q4 2022 and has held it in 5 quarters since.
  • GYL Financial Synergies's W.R. Berkley position peaked at $252K in Q1 2024.
  • 798 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.