IRON Financial’s W.R. Berkley WRB Stock Holding History

IRON Financial’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 Q1	–	Sell	-4,233	Closed	-$205K	–	113
2022 Q4	$205K	Buy	+4,233	New	+$204K	0.12%	87

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

IRON Financial's WRB Position: Q1 2023 in Review

IRON Financial sold out of W.R. Berkley (WRB) in Q1 2023, closing a stake of 4,233 shares — an estimated $205K sold.

IRON Financial first reported a position in WRB in Q4 2022 and held it in 1 quarter. The position peaked at $205K in Q4 2022. 689 funds tracked by Wall St. Rank hold WRB as of Q1 2023.

IRON Financial reported no remaining W.R. Berkley position as of Q1 2023 after selling out during the quarter.
IRON Financial sold 4,233 W.R. Berkley shares in Q1 2023, an estimated $205K.
IRON Financial first reported a position in W.R. Berkley in Q4 2022 and held it in 1 quarter.
IRON Financial's W.R. Berkley position peaked at $205K in Q4 2022.
689 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2023.

Based on IRON Financial's 13F filing for Q1 2023, filed 26 Apr 2023.