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Leuthold Group’s W.R. Berkley WRB Stock Holding History

Leuthold Group’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
Q2 		– Sell
-65,124
Closed -$2.7M – 233
2023
Q1 		$2.7M Sell
65,124
-1,334
-2% -$59.7K 0.36% 111
2022
Q4 		$3.22M Sell
66,458
-1,614
-2% -$77.8K 0.43% 94
2022
Q3 		$2.93M Buy
+68,072
New +$2.96M 0.44% 93

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 $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Leuthold Group's WRB Position: Q2 2023 in Review

Leuthold Group sold out of W.R. Berkley (WRB) in Q2 2023, closing a stake of 65,124 shares — an estimated $2.7M sold.

Leuthold Group first reported a position in WRB in Q3 2022 and held it in 3 quarters. The position peaked at $3.22M in Q4 2022. 658 funds tracked by Wall St. Rank hold WRB as of Q2 2023.

  • Leuthold Group reported no remaining W.R. Berkley position as of Q2 2023 after selling out during the quarter.
  • Leuthold Group sold 65,124 W.R. Berkley shares in Q2 2023, an estimated $2.7M.
  • Leuthold Group first reported a position in W.R. Berkley in Q3 2022 and held it in 3 quarters.
  • Leuthold Group's W.R. Berkley position peaked at $3.22M in Q4 2022.
  • 658 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2023.

Based on Leuthold Group's 13F filing for Q2 2023, filed 8 Aug 2023.