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James Investment Research’s W.R. Berkley WRB Stock Holding History

James Investment Research’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
Q2 		– Sell
-353
Closed -$15K – 544
2023
Q1 		$15K Sell
353
-661
-65% -$29.6K ﹤0.01% 457
2022
Q4 		$49K Buy
1,014
+384
+61% +$18.5K 0.01% 358
2022
Q3 		$27K Buy
+630
New +$27.4K ﹤0.01% 421

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

James Investment Research's WRB Position: Q2 2023 in Review

James Investment Research sold out of W.R. Berkley (WRB) in Q2 2023, closing a stake of 353 shares — an estimated $15K sold.

James Investment Research first reported a position in WRB in Q3 2022 and held it in 3 quarters. The position peaked at $49K in Q4 2022. 658 funds tracked by Wall St. Rank hold WRB as of Q2 2023.

  • James Investment Research reported no remaining W.R. Berkley position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 353 W.R. Berkley shares in Q2 2023, an estimated $15K.
  • James Investment Research first reported a position in W.R. Berkley in Q3 2022 and held it in 3 quarters.
  • James Investment Research's W.R. Berkley position peaked at $49K in Q4 2022.
  • 658 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.