JCIA
WRB icon

Jackson Creek Investment Advisors’s W.R. Berkley WRB Stock Holding History

Jackson Creek Investment 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
2024
Q2 		– Sell
-4,101
Closed -$242K – 362
2024
Q1 		$242K Buy
+4,101
New +$222K 0.09% 287

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Jackson Creek Investment Advisors's WRB Position: Q2 2024 in Review

Jackson Creek Investment Advisors sold out of W.R. Berkley (WRB) in Q2 2024, closing a stake of 4,101 shares — an estimated $242K sold.

Jackson Creek Investment Advisors first reported a position in WRB in Q1 2024 and held it in 1 quarter. The position peaked at $242K in Q1 2024. 754 funds tracked by Wall St. Rank hold WRB as of Q2 2024.

  • Jackson Creek Investment Advisors reported no remaining W.R. Berkley position as of Q2 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 4,101 W.R. Berkley shares in Q2 2024, an estimated $242K.
  • Jackson Creek Investment Advisors first reported a position in W.R. Berkley in Q1 2024 and held it in 1 quarter.
  • Jackson Creek Investment Advisors's W.R. Berkley position peaked at $242K in Q1 2024.
  • 754 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.