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Janiczek Wealth Management’s W.R. Berkley WRB Stock Holding History

Janiczek Wealth Management’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 		$708 Hold
14
– – ﹤0.01% 969
2024
Q1 		$796 Hold
14
– – ﹤0.01% 966
2023
Q4 		$637 Hold
14
– – ﹤0.01% 977
2023
Q3 		$572 Buy
14
+6
+75% +$249 ﹤0.01% 964
2023
Q2 		$298 Buy
+8
New +$315 ﹤0.01% 941

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 $3.37T AUM 44.26% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Janiczek Wealth Management's WRB Position: Q2 2024 in Review

Janiczek Wealth Management held its W.R. Berkley (WRB) position steady in Q2 2024 at 14 shares worth $708. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Janiczek Wealth Management first reported a position in WRB in Q2 2023 and has held it in 5 quarters since. The position peaked at $796 in Q1 2024. 757 funds tracked by Wall St. Rank hold WRB as of Q2 2024.

  • Janiczek Wealth Management held 14 shares of W.R. Berkley worth $708 as of Q2 2024.
  • Janiczek Wealth Management left its W.R. Berkley share count unchanged in Q2 2024.
  • W.R. Berkley made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #969 holding.
  • Janiczek Wealth Management first reported a position in W.R. Berkley in Q2 2023 and has held it in 5 quarters since.
  • Janiczek Wealth Management's W.R. Berkley position peaked at $796 in Q1 2024.
  • 757 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.