HEIP
WRB icon

Hudson Edge Investment Partners’s W.R. Berkley WRB Stock Holding History

Hudson Edge Investment Partners’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
2015
Q3 		– Sell
-356,198
Closed -$5.48M – 141
2015
Q2 		$5.48M Sell
356,198
-5,805
-2% -$86.5K 0.23% 62
2015
Q1 		$5.42M Sell
362,003
-222,918
-38% -$3.31M 0.22% 60
2014
Q4 		$8.88M Sell
584,921
-2,734
-0.5% -$41.1K 0.32% 58
2014
Q3 		$8.32M Sell
587,655
-4,388
-0.7% -$60.9K 0.31% 70
2014
Q2 		$8.12M Buy
592,043
+4,152
+0.7% +$54K 0.29% 73
2014
Q1 		$7.25M Sell
587,891
-3,882
-0.7% -$46.9K 0.27% 74
2013
Q4 		$7.61M Sell
591,773
-27,641
-4% -$355K 0.29% 71
2013
Q3 		$7.87M Sell
619,414
-15,559
-2% -$195K 0.33% 66
2013
Q2 		$7.69M Buy
+634,973
New +$7.99M 0.3% 61

Other funds holding WRB

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return