Jupiter Investment Management’s W.R. Berkley WRB Stock Holding History

Jupiter Investment 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
2019 Q4	–	Sell	-11,642	Closed	-$373K	–	524
2019 Q3	$373K	Buy	+11,642	New	+$364K	﹤0.01%	398
2016 Q2	–	Sell	-368	Closed	-$6K	–	527
2016 Q1	$6K	Hold	368	–	–	﹤0.01%	459
2015 Q4	$5K	Hold	368	–	–	﹤0.01%	274
2015 Q3	$5K	Hold	368	–	–	﹤0.01%	344
2015 Q2	$5K	Sell	368 -254,850	-100%	-$3.8M	﹤0.01%	260
2015 Q1	$3.82M	Sell	255,218 -285,163	-53%	-$4.24M	0.12%	128
2014 Q4	$8.21M	Buy	540,381 +365,296	+209%	+$5.49M	0.29%	95
2014 Q3	$2.48M	Buy	175,085 +146,482	+512%	+$2.03M	0.12%	131
2014 Q2	$392K	Buy	+28,603	New	+$372K	0.02%	285

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jupiter Investment Management's WRB Position: Q4 2019 in Review

Jupiter Investment Management sold out of W.R. Berkley (WRB) in Q4 2019, closing a stake of 11,642 shares — an estimated $373K sold.

Jupiter Investment Management first reported a position in WRB in Q2 2014 and held it in 9 quarters. The position peaked at $8.21M in Q4 2014. 493 funds tracked by Wall St. Rank hold WRB as of Q4 2019.

Jupiter Investment Management reported no remaining W.R. Berkley position as of Q4 2019 after selling out during the quarter.
Jupiter Investment Management sold 11,642 W.R. Berkley shares in Q4 2019, an estimated $373K.
Jupiter Investment Management first reported a position in W.R. Berkley in Q2 2014 and held it in 9 quarters.
Jupiter Investment Management's W.R. Berkley position peaked at $8.21M in Q4 2014.
493 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2019.

Based on Jupiter Investment Management's 13F filing for Q4 2019, filed 3 Feb 2020.