IndexIQ Advisors’s W.R. Berkley WRB Stock Holding History

IndexIQ Advisors’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
2022 Q1	$219K	Sell	4,943 -149	-3%	-$5.94K	0.01%	1023
2021 Q4	$186K	Sell	5,092 -173	-3%	-$6.13K	0.01%	1040
2021 Q3	$171K	Buy	5,265 +234	+5%	+$7.72K	0.01%	1054
2021 Q2	$166K	Buy	5,031 +119	+2%	+$4.12K	0.01%	1051
2021 Q1	$164K	Buy	4,912 +623	+15%	+$19.2K	0.01%	1037
2020 Q4	$127K	Buy	+4,289	New	+$124K	﹤0.01%	995

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IndexIQ Advisors's WRB Position: Q1 2022 in Review

IndexIQ Advisors reduced its W.R. Berkley (WRB) stake by 2.9% in Q1 2022, selling an estimated $5.94K and leaving 4,943 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #1023.

IndexIQ Advisors first reported a position in WRB in Q4 2020 and has held it in 6 quarters since. 614 funds tracked by Wall St. Rank hold WRB as of Q1 2022.

IndexIQ Advisors held 4,943 shares of W.R. Berkley worth $219K as of Q1 2022.
IndexIQ Advisors sold 149 W.R. Berkley shares in Q1 2022, an estimated $5.94K.
W.R. Berkley made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1023 holding.
IndexIQ Advisors first reported a position in W.R. Berkley in Q4 2020 and has held it in 6 quarters since.
614 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.