LFA
WRB icon

Legacy Financial Advisors’s W.R. Berkley WRB Stock Holding History

Legacy Financial Advisors’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
2019
Q3 		– Sell
-17,901
Closed -$525K – 118
2019
Q2 		$525K Sell
17,901
-486
-3% -$13.3K 0.19% 55
2019
Q1 		$462K Sell
18,387
-10,776
-37% -$254K 0.16% 63
2018
Q4 		$639K Buy
29,163
+1,744
+6% +$39.2K 0.25% 43
2018
Q3 		$649K Sell
27,419
-87
-0.3% -$1.98K 0.24% 41
2018
Q2 		$598K Buy
27,506
+408
+2% +$9.07K 0.23% 39
2018
Q1 		$583K Buy
27,098
+8,353
+45% +$174K 0.23% 41
2017
Q4 		$397K Buy
+18,745
New +$383K 0.16% 55

Other funds holding WRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Legacy Financial Advisors's WRB Position: Q3 2019 in Review

Legacy Financial Advisors sold out of W.R. Berkley (WRB) in Q3 2019, closing a stake of 17,901 shares — an estimated $525K sold.

Legacy Financial Advisors first reported a position in WRB in Q4 2017 and held it in 7 quarters. The position peaked at $649K in Q3 2018. 440 funds tracked by Wall St. Rank hold WRB as of Q3 2019.

  • Legacy Financial Advisors reported no remaining W.R. Berkley position as of Q3 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 17,901 W.R. Berkley shares in Q3 2019, an estimated $525K.
  • Legacy Financial Advisors first reported a position in W.R. Berkley in Q4 2017 and held it in 7 quarters.
  • Legacy Financial Advisors's W.R. Berkley position peaked at $649K in Q3 2018.
  • 440 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2019.

Based on Legacy Financial Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.