HWM
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Howard Wealth Management’s W.R. Berkley WRB Stock Holding History

Howard Wealth 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
2020
Q1 		– Sell
-338
Closed -$10K – 505
2019
Q4 		$10K Buy
+338
New +$10.4K 0.01% 331

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Howard Wealth Management's WRB Position: Q1 2020 in Review

Howard Wealth Management sold out of W.R. Berkley (WRB) in Q1 2020, closing a stake of 338 shares — an estimated $10K sold.

Howard Wealth Management first reported a position in WRB in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 445 funds tracked by Wall St. Rank hold WRB as of Q1 2020.

  • Howard Wealth Management reported no remaining W.R. Berkley position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 338 W.R. Berkley shares in Q1 2020, an estimated $10K.
  • Howard Wealth Management first reported a position in W.R. Berkley in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's W.R. Berkley position peaked at $10K in Q4 2019.
  • 445 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.