KB Financial Partners’s W.R. Berkley WRB Stock Holding History

KB Financial Partners’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	-39	Closed	-$2K	–	641
2023 Q1	$2K	Buy	+39	New	+$1.75K	﹤0.01%	566

Other funds holding WRB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

KB Financial Partners's WRB Position: Q2 2023 in Review

KB Financial Partners sold out of W.R. Berkley (WRB) in Q2 2023, closing a stake of 39 shares — an estimated $2K sold.

KB Financial Partners first reported a position in WRB in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 657 funds tracked by Wall St. Rank hold WRB as of Q2 2023.

KB Financial Partners reported no remaining W.R. Berkley position as of Q2 2023 after selling out during the quarter.
KB Financial Partners sold 39 W.R. Berkley shares in Q2 2023, an estimated $2K.
KB Financial Partners first reported a position in W.R. Berkley in Q1 2023 and held it in 1 quarter.
KB Financial Partners's W.R. Berkley position peaked at $2K in Q1 2023.
657 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2023.

Based on KB Financial Partners's 13F filing for Q2 2023, filed 15 Aug 2023.