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

Liberty 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
2021
Q4 		– Sell
-758
Closed -$26K – 1111
2021
Q3 		$26K Buy
758
+708
+1,416% +$23.3K 0.01% 587
2021
Q2 		$2K Buy
+50
New +$1.73K ﹤0.01% 949

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 $3.38T 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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

Liberty Wealth Management's WRB Position: Q4 2021 in Review

Liberty Wealth Management sold out of W.R. Berkley (WRB) in Q4 2021, closing a stake of 758 shares — an estimated $26K sold.

Liberty Wealth Management first reported a position in WRB in Q2 2021 and held it in 2 quarters. The position peaked at $26K in Q3 2021. 575 funds tracked by Wall St. Rank hold WRB as of Q4 2021.

  • Liberty Wealth Management reported no remaining W.R. Berkley position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 758 W.R. Berkley shares in Q4 2021, an estimated $26K.
  • Liberty Wealth Management first reported a position in W.R. Berkley in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's W.R. Berkley position peaked at $26K in Q3 2021.
  • 575 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.