JHP
WRB icon

James Hambro & Partners’s W.R. Berkley WRB Stock Holding History

James Hambro & 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
2021
Q1 		– Sell
-9,410
Closed -$278K – 113
2020
Q4 		$278K Buy
+9,410
New +$271K 0.03% 75

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

James Hambro & Partners's WRB Position: Q1 2021 in Review

James Hambro & Partners sold out of W.R. Berkley (WRB) in Q1 2021, closing a stake of 9,410 shares — an estimated $278K sold.

James Hambro & Partners first reported a position in WRB in Q4 2020 and held it in 1 quarter. The position peaked at $278K in Q4 2020. 506 funds tracked by Wall St. Rank hold WRB as of Q1 2021.

  • James Hambro & Partners reported no remaining W.R. Berkley position as of Q1 2021 after selling out during the quarter.
  • James Hambro & Partners sold 9,410 W.R. Berkley shares in Q1 2021, an estimated $278K.
  • James Hambro & Partners first reported a position in W.R. Berkley in Q4 2020 and held it in 1 quarter.
  • James Hambro & Partners's W.R. Berkley position peaked at $278K in Q4 2020.
  • 506 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2021.

Based on James Hambro & Partners's 13F filing for Q1 2021, filed 28 Apr 2021.