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Horizon Investment Services’s W.R. Berkley WRB Stock Holding History

Horizon Investment 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
2023
Q1 		– Sell
-42,251
Closed -$2.04M – 122
2022
Q4 		$2.04M Buy
42,251
+3,750
+10% +$181K 1.48% 21
2022
Q3 		$1.66M Buy
38,501
+19,509
+103% +$847K 1.2% 26
2022
Q2 		$864K Buy
+18,992
New +$864K 0.57% 48

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 Investment Services's WRB Position: Q1 2023 in Review

Horizon Investment Services sold out of W.R. Berkley (WRB) in Q1 2023, closing a stake of 42,251 shares — an estimated $2.04M sold.

Horizon Investment Services first reported a position in WRB in Q2 2022 and held it in 3 quarters. The position peaked at $2.04M in Q4 2022. 692 funds tracked by Wall St. Rank hold WRB as of Q1 2023.

  • Horizon Investment Services reported no remaining W.R. Berkley position as of Q1 2023 after selling out during the quarter.
  • Horizon Investment Services sold 42,251 W.R. Berkley shares in Q1 2023, an estimated $2.04M.
  • Horizon Investment Services first reported a position in W.R. Berkley in Q2 2022 and held it in 3 quarters.
  • Horizon Investment Services's W.R. Berkley position peaked at $2.04M in Q4 2022.
  • 692 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2023.

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