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JP Morgan Private Wealth Advisors’s W.R. Berkley WRB Stock Holding History

JP Morgan Private Wealth 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
2023
Q3 		$1.4M Sell
33,159
-3,330
-9% -$138K ﹤0.01% 867
2023
Q2 		$1.45M Sell
36,489
-39,476
-52% -$1.55M 0.01% 661
2023
Q1 		$3.15M Sell
75,965
-9,526
-11% -$426K 0.01% 727
2022
Q4 		$4.14M Sell
85,491
-5,600
-6% -$270K 0.01% 624
2022
Q3 		$3.92M Buy
91,091
+44,022
+94% +$1.91M 0.01% 624
2022
Q2 		$2.14M Sell
47,069
-235
-0.5% -$10.7K 0.01% 824
2022
Q1 		$2.1M Buy
47,304
+7,416
+19% +$296K ﹤0.01% 884
2021
Q4 		$1.46M Sell
39,888
-2,189
-5% -$77.6K ﹤0.01% 1061
2021
Q3 		$1.37M Buy
42,077
+4,675
+12% +$154K ﹤0.01% 1061
2021
Q2 		$1.24M Sell
37,402
-794
-2% -$27.5K ﹤0.01% 1095
2021
Q1 		$1.28M Sell
38,196
-1,139
-3% -$35.1K ﹤0.01% 933
2020
Q4 		$1.16M Buy
39,335
+441
+1% +$12.7K ﹤0.01% 946
2020
Q3 		$1.06M Buy
38,894
+3,123
+9% +$85.6K ﹤0.01% 870
2020
Q2 		$911K Sell
35,771
-2,301
-6% -$56.4K ﹤0.01% 846
2020
Q1 		$883K Buy
38,072
+6,727
+21% +$200K 0.01% 748
2019
Q4 		$963K Buy
31,345
+1,028
+3% +$31.7K ﹤0.01% 807
2019
Q3 		$973K Buy
30,317
+4,091
+16% +$128K 0.01% 769
2019
Q2 		$768K Sell
26,226
-126
-0.5% -$3.45K ﹤0.01% 838
2019
Q1 		$661K Buy
26,352
+611
+2% +$14.4K ﹤0.01% 928
2018
Q4 		$564K Sell
25,741
-14,415
-36% -$324K ﹤0.01% 923
2018
Q3 		$951K Buy
40,156
+4,178
+12% +$94.8K ﹤0.01% 842
2018
Q2 		$772K Buy
35,978
+1,307
+4% +$29.1K ﹤0.01% 857
2018
Q1 		$746K Buy
34,671
+5,616
+19% +$117K 0.01% 728
2017
Q4 		$617K Buy
29,055
+1,120
+4% +$22.9K ﹤0.01% 798
2017
Q3 		$552K Sell
27,935
-15,663
-36% -$314K ﹤0.01% 805
2017
Q2 		$894K Sell
43,598
-156,104
-78% -$3.16M 0.01% 652
2017
Q1 		$4.18M Buy
199,702
+3,787
+2% +$77.9K 0.03% 332
2016
Q4 		$3.86M Sell
195,915
-14,196
-7% -$255K 0.03% 317
2016
Q3 		$3.6M Sell
210,111
-4,536
-2% -$78.5K 0.03% 320
2016
Q2 		$3.81M Buy
214,647
+195,153
+1,001% +$3.25M 0.04% 313
2016
Q1 		$325K Buy
19,494
+3,577
+22% +$55K ﹤0.01% 918
2015
Q4 		$258K Buy
15,917
+3,004
+23% +$49K ﹤0.01% 927
2015
Q3 		$208K Sell
12,913
-24,421
-65% -$400K ﹤0.01% 924
2015
Q2 		$574K Buy
37,334
+945
+3% +$14.1K 0.01% 627
2015
Q1 		$545K Sell
36,389
-2,245
-6% -$33.4K 0.01% 698
2014
Q4 		$586K Buy
38,634
+16,018
+71% +$241K 0.01% 662
2014
Q3 		$321K Buy
22,616
+6,939
+44% +$96.3K ﹤0.01% 826
2014
Q2 		$215K Buy
+15,677
New +$204K ﹤0.01% 805

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 $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

JP Morgan Private Wealth Advisors's WRB Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its W.R. Berkley (WRB) stake by 9.1% in Q3 2023, selling an estimated $138K and leaving 33,159 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #867.

JP Morgan Private Wealth Advisors first reported a position in WRB in Q2 2014 and has held it in 38 quarters since. The position peaked at $4.18M in Q1 2017. 665 funds tracked by Wall St. Rank hold WRB as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 33,159 shares of W.R. Berkley worth $1.4M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 3,330 W.R. Berkley shares in Q3 2023, an estimated $138K.
  • W.R. Berkley made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #867 holding.
  • JP Morgan Private Wealth Advisors first reported a position in W.R. Berkley in Q2 2014 and has held it in 38 quarters since.
  • JP Morgan Private Wealth Advisors's W.R. Berkley position peaked at $4.18M in Q1 2017.
  • 665 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.