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Hanlon Investment Management’s W.R. Berkley WRB Stock Holding History

Hanlon Investment Management’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
2023
Q1 		– Sell
-31,433
Closed -$1.52M – 153
2022
Q4 		$1.52M Buy
31,433
+807
+3% +$38.9K 0.52% 42
2022
Q3 		$1.32M Buy
30,626
+2,547
+9% +$111K 0.5% 38
2022
Q2 		$1.28M Buy
28,079
+1,461
+5% +$66.4K 0.31% 54
2022
Q1 		$1.18M Buy
+26,618
New +$1.06M 0.25% 60

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Hanlon Investment Management's WRB Position: Q1 2023 in Review

Hanlon Investment Management sold out of W.R. Berkley (WRB) in Q1 2023, closing a stake of 31,433 shares — an estimated $1.52M sold.

Hanlon Investment Management first reported a position in WRB in Q1 2022 and held it in 4 quarters. The position peaked at $1.52M in Q4 2022. 692 funds tracked by Wall St. Rank hold WRB as of Q1 2023.

  • Hanlon Investment Management reported no remaining W.R. Berkley position as of Q1 2023 after selling out during the quarter.
  • Hanlon Investment Management sold 31,433 W.R. Berkley shares in Q1 2023, an estimated $1.52M.
  • Hanlon Investment Management first reported a position in W.R. Berkley in Q1 2022 and held it in 4 quarters.
  • Hanlon Investment Management's W.R. Berkley position peaked at $1.52M in Q4 2022.
  • 692 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2023.

Based on Hanlon Investment Management's 13F filing for Q1 2023, filed 9 May 2023.