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Horizon Bancorp’s W.R. Berkley WRB Stock Holding History

Horizon Bancorp’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
-338
Closed -$16K – 226
2022
Q4 		$16K Buy
+338
New +$16.3K 0.01% 160
2020
Q3 		$9K Hold
338
– – 0.01% 213
2020
Q2 		$9K Hold
338
– – 0.01% 213
2020
Q1 		$8K Buy
+338
New +$10.1K 0.01% 234

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 $3.37T AUM 44.26% 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

Horizon Bancorp's WRB Position: Q1 2023 in Review

Horizon Bancorp sold out of W.R. Berkley (WRB) in Q1 2023, closing a stake of 338 shares — an estimated $16K sold.

Horizon Bancorp first reported a position in WRB in Q1 2020 and held it in 4 quarters. The position peaked at $16K in Q4 2022. 692 funds tracked by Wall St. Rank hold WRB as of Q1 2023.

  • Horizon Bancorp reported no remaining W.R. Berkley position as of Q1 2023 after selling out during the quarter.
  • Horizon Bancorp sold 338 W.R. Berkley shares in Q1 2023, an estimated $16K.
  • Horizon Bancorp first reported a position in W.R. Berkley in Q1 2020 and held it in 4 quarters.
  • Horizon Bancorp's W.R. Berkley position peaked at $16K in Q4 2022.
  • 692 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2023.

Based on Horizon Bancorp's 13F filing for Q1 2023, filed 5 May 2023.