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

Jaffetilchin 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
2020
Q1 		– Sell
-19,292
Closed -$592K – 235
2019
Q4 		$592K Sell
19,292
-175
-0.9% -$5.4K 0.13% 110
2019
Q3 		$625K Sell
19,467
-122
-0.6% -$3.81K 0.15% 95
2019
Q2 		$574K Sell
19,589
-10,536
-35% -$288K 0.13% 111
2019
Q1 		$756K Buy
+30,125
New +$710K 0.17% 101

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jaffetilchin Investment Partners's WRB Position: Q1 2020 in Review

Jaffetilchin Investment Partners sold out of W.R. Berkley (WRB) in Q1 2020, closing a stake of 19,292 shares — an estimated $592K sold.

Jaffetilchin Investment Partners first reported a position in WRB in Q1 2019 and held it in 4 quarters. The position peaked at $756K in Q1 2019. 446 funds tracked by Wall St. Rank hold WRB as of Q1 2020.

  • Jaffetilchin Investment Partners reported no remaining W.R. Berkley position as of Q1 2020 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 19,292 W.R. Berkley shares in Q1 2020, an estimated $592K.
  • Jaffetilchin Investment Partners first reported a position in W.R. Berkley in Q1 2019 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's W.R. Berkley position peaked at $756K in Q1 2019.
  • 446 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2020.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2020, filed 6 May 2020.