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

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
2022 Q4	–	Sell	-11,474	Closed	-$494K	–	255
2022 Q3	$494K	Buy	+11,474	New	+$498K	0.15%	136

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Investment Partners's WRB Position: Q4 2022 in Review

Investment Partners sold out of W.R. Berkley (WRB) in Q4 2022, closing a stake of 11,474 shares — an estimated $494K sold.

Investment Partners first reported a position in WRB in Q3 2022 and held it in 1 quarter. The position peaked at $494K in Q3 2022. 714 funds tracked by Wall St. Rank hold WRB as of Q4 2022.

Investment Partners reported no remaining W.R. Berkley position as of Q4 2022 after selling out during the quarter.
Investment Partners sold 11,474 W.R. Berkley shares in Q4 2022, an estimated $494K.
Investment Partners first reported a position in W.R. Berkley in Q3 2022 and held it in 1 quarter.
Investment Partners's W.R. Berkley position peaked at $494K in Q3 2022.
714 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.