LWAC
WRB icon

Laurel Wealth Advisors (California)’s W.R. Berkley WRB Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$776K Sell
16,044
-11,366
-41% -$548K 0.08% 267
2022
Q3 		$1.18M Buy
27,410
+11,381
+71% +$494K 0.13% 180
2022
Q2 		$730K Sell
16,029
-2
-0% -$91 0.07% 270
2022
Q1 		$712K Hold
16,031
– – 0.06% 323
2021
Q4 		$587K Buy
+16,031
New +$568K 0.05% 396

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Laurel Wealth Advisors (California)'s WRB Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its W.R. Berkley (WRB) stake by 41% in Q4 2022, selling an estimated $548K and leaving 16,044 shares worth $776K. The position accounts for 0.08% of the portfolio, ranked #267.

Laurel Wealth Advisors (California) first reported a position in WRB in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.18M in Q3 2022. 715 funds tracked by Wall St. Rank hold WRB as of Q4 2022.

  • Laurel Wealth Advisors (California) held 16,044 shares of W.R. Berkley worth $776K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 11,366 W.R. Berkley shares in Q4 2022, an estimated $548K.
  • W.R. Berkley made up 0.08% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #267 holding.
  • Laurel Wealth Advisors (California) first reported a position in W.R. Berkley in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s W.R. Berkley position peaked at $1.18M in Q3 2022.
  • 715 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.