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Industrial Alliance Investment Management’s W.R. Berkley WRB Stock Holding History

Industrial Alliance Investment 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
2023
Q2 		– Sell
-17,675
Closed -$734K – 499
2023
Q1 		$734K Buy
17,675
+13,169
+292% +$589K 0.02% 328
2022
Q4 		$218K Buy
+4,506
New +$217K 0.01% 352
2022
Q3 		– Sell
-5,273
Closed -$240K – 446
2022
Q2 		$240K Buy
+5,273
New +$240K 0.01% 340
2022
Q1 		– Sell
-6,876
Closed -$252K – 454
2021
Q4 		$252K Buy
+6,876
New +$244K 0.01% 358

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 $1.66T AUM 25.57% 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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Industrial Alliance Investment Management's WRB Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of W.R. Berkley (WRB) in Q2 2023, closing a stake of 17,675 shares — an estimated $734K sold.

Industrial Alliance Investment Management first reported a position in WRB in Q4 2021 and held it in 4 quarters. The position peaked at $734K in Q1 2023. 658 funds tracked by Wall St. Rank hold WRB as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining W.R. Berkley position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 17,675 W.R. Berkley shares in Q2 2023, an estimated $734K.
  • Industrial Alliance Investment Management first reported a position in W.R. Berkley in Q4 2021 and held it in 4 quarters.
  • Industrial Alliance Investment Management's W.R. Berkley position peaked at $734K in Q1 2023.
  • 658 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.