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Kula Investments’s W.R. Berkley WRB Stock Holding History

Kula Investments’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
Q1 		$3.26M Buy
78,611
+57,528
+273% +$2.57M 0.8% 2
2022
Q4 		$1.02M Buy
+21,083
New +$1.02M 0.3% 49

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kula Investments's WRB Position: Q1 2023 in Review

Kula Investments increased its W.R. Berkley (WRB) stake by 273% in Q1 2023, buying an estimated $2.57M and bringing the position to 78,611 shares worth $3.26M. The position accounts for 0.8% of the portfolio, ranked #2.

Kula Investments first reported a position in WRB in Q4 2022 and has held it in 2 quarters since. 689 funds tracked by Wall St. Rank hold WRB as of Q1 2023.

  • Kula Investments held 78,611 shares of W.R. Berkley worth $3.26M as of Q1 2023.
  • Kula Investments bought 57,528 W.R. Berkley shares in Q1 2023, an estimated $2.57M.
  • W.R. Berkley made up 0.8% of Kula Investments's portfolio in Q1 2023, its #2 holding.
  • Kula Investments first reported a position in W.R. Berkley in Q4 2022 and has held it in 2 quarters since.
  • 689 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.