JIM
WRB icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return