LWM
WRB icon

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

Lenox Wealth Management’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
2020
Q2 		$8K Hold
338
– – ﹤0.01% 472
2020
Q1 		$7K Hold
338
– – ﹤0.01% 444
2019
Q4 		$10K Hold
338
– – ﹤0.01% 450
2019
Q3 		$10K Sell
338
-168
-33% -$5.25K ﹤0.01% 455
2019
Q2 		$14K Buy
+506
New +$13.8K ﹤0.01% 395

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Lenox Wealth Management's WRB Position: Q2 2020 in Review

Lenox Wealth Management held its W.R. Berkley (WRB) position steady in Q2 2020 at 338 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Lenox Wealth Management first reported a position in WRB in Q2 2019 and has held it in 5 quarters since. The position peaked at $14K in Q2 2019. 448 funds tracked by Wall St. Rank hold WRB as of Q2 2020.

  • Lenox Wealth Management held 338 shares of W.R. Berkley worth $8K as of Q2 2020.
  • Lenox Wealth Management left its W.R. Berkley share count unchanged in Q2 2020.
  • W.R. Berkley made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #472 holding.
  • Lenox Wealth Management first reported a position in W.R. Berkley in Q2 2019 and has held it in 5 quarters since.
  • Lenox Wealth Management's W.R. Berkley position peaked at $14K in Q2 2019.
  • 448 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.