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Harel Insurance Investments & Financial Services’s W.R. Berkley WRB Stock Holding History

Harel Insurance Investments & Financial Services’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
Q2 		– Sell
-1,890
Closed -$111K – 581
2024
Q1 		$111K Buy
+1,890
New +$102K ﹤0.01% 298

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Harel Insurance Investments & Financial Services's WRB Position: Q2 2024 in Review

Harel Insurance Investments & Financial Services sold out of W.R. Berkley (WRB) in Q2 2024, closing a stake of 1,890 shares — an estimated $111K sold.

Harel Insurance Investments & Financial Services first reported a position in WRB in Q1 2024 and held it in 1 quarter. The position peaked at $111K in Q1 2024. 755 funds tracked by Wall St. Rank hold WRB as of Q2 2024.

  • Harel Insurance Investments & Financial Services reported no remaining W.R. Berkley position as of Q2 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,890 W.R. Berkley shares in Q2 2024, an estimated $111K.
  • Harel Insurance Investments & Financial Services first reported a position in W.R. Berkley in Q1 2024 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's W.R. Berkley position peaked at $111K in Q1 2024.
  • 755 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2024, filed 22 Jul 2024.