KIG
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Kowal Investment Group’s W.R. Berkley WRB Stock Holding History

Kowal Investment 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
2021
Q4 		– Sell
-590
Closed -$19K – 950
2021
Q3 		$19K Buy
+590
New +$19.5K 0.01% 398

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
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
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 $156B AUM 27.51% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kowal Investment Group's WRB Position: Q4 2021 in Review

Kowal Investment Group sold out of W.R. Berkley (WRB) in Q4 2021, closing a stake of 590 shares — an estimated $19K sold.

Kowal Investment Group first reported a position in WRB in Q3 2021 and held it in 1 quarter. The position peaked at $19K in Q3 2021. 573 funds tracked by Wall St. Rank hold WRB as of Q4 2021.

  • Kowal Investment Group reported no remaining W.R. Berkley position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 590 W.R. Berkley shares in Q4 2021, an estimated $19K.
  • Kowal Investment Group first reported a position in W.R. Berkley in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's W.R. Berkley position peaked at $19K in Q3 2021.
  • 573 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.