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

Lionsbridge 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
Q1 		– Sell
-42,118
Closed -$1.29M – 324
2019
Q4 		$1.29M Buy
+42,118
New +$1.3M 1.21% 28

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lionsbridge Wealth Management's WRB Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of W.R. Berkley (WRB) in Q1 2020, closing a stake of 42,118 shares — an estimated $1.29M sold.

Lionsbridge Wealth Management first reported a position in WRB in Q4 2019 and held it in 1 quarter. The position peaked at $1.29M in Q4 2019. 445 funds tracked by Wall St. Rank hold WRB as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining W.R. Berkley position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 42,118 W.R. Berkley shares in Q1 2020, an estimated $1.29M.
  • Lionsbridge Wealth Management first reported a position in W.R. Berkley in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's W.R. Berkley position peaked at $1.29M in Q4 2019.
  • 445 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.