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Kiely Wealth Advisory Group’s W.R. Berkley WRB Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$35.3K Hold
580
– – 0.02% 129
2024
Q3 		$35.2K Sell
580
-290
-33% -$16.3K 0.02% 136
2024
Q2 		$32.8K Buy
870
+289
+50% +$15.5K 0.02% 125
2024
Q1 		$29.9K Hold
581
– – 0.02% 120
2023
Q4 		$31.9K Buy
+581
New +$26.5K 0.02% 116

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kiely Wealth Advisory Group's WRB Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its W.R. Berkley (WRB) position steady in Q4 2024 at 580 shares worth $35.3K. The position accounts for 0.02% of the portfolio, ranked #129.

Kiely Wealth Advisory Group first reported a position in WRB in Q4 2023 and has held it in 5 quarters since. 873 funds tracked by Wall St. Rank hold WRB as of Q4 2024.

  • Kiely Wealth Advisory Group held 580 shares of W.R. Berkley worth $35.3K as of Q4 2024.
  • Kiely Wealth Advisory Group left its W.R. Berkley share count unchanged in Q4 2024.
  • W.R. Berkley made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #129 holding.
  • Kiely Wealth Advisory Group first reported a position in W.R. Berkley in Q4 2023 and has held it in 5 quarters since.
  • 873 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.