Lenox Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Lenox Wealth 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
2022 Q1	$2K	Buy	51 +10	+24%	+$399	﹤0.01%	674
2021 Q4	$1K	Buy	+41	New	+$1.45K	﹤0.01%	930
2016 Q1	–	Sell	-115	Closed	-$2K	–	420
2015 Q4	$2K	Buy	+115	New	+$1.88K	﹤0.01%	344

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lenox Wealth Advisors's WRB Position: Q1 2022 in Review

Lenox Wealth Advisors increased its W.R. Berkley (WRB) stake by 24% in Q1 2022, buying an estimated $399 and bringing the position to 51 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Lenox Wealth Advisors first reported a position in WRB in Q4 2015 and has held it in 3 quarters since. 616 funds tracked by Wall St. Rank hold WRB as of Q1 2022.

Lenox Wealth Advisors held 51 shares of W.R. Berkley worth $2K as of Q1 2022.
Lenox Wealth Advisors bought 10 W.R. Berkley shares in Q1 2022, an estimated $399.
W.R. Berkley made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #674 holding.
Lenox Wealth Advisors first reported a position in W.R. Berkley in Q4 2015 and has held it in 3 quarters since.
616 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.