M&G Investment Management’s W.R. Berkley WRB Stock Holding History

M&G Investment 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
2023 Q3	–	Sell	-134,870	Closed	-$5.39M	–	396
2023 Q2	$5.39M	Buy	134,870 +4,127	+3%	+$162K	0.02%	286
2023 Q1	$5.4M	Buy	+130,743	New	+$5.85M	0.03%	251

Other funds holding WRB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

M&G Investment Management's WRB Position: Q3 2023 in Review

M&G Investment Management sold out of W.R. Berkley (WRB) in Q3 2023, closing a stake of 134,870 shares — an estimated $5.39M sold.

M&G Investment Management first reported a position in WRB in Q1 2023 and held it in 2 quarters. The position peaked at $5.4M in Q1 2023. 663 funds tracked by Wall St. Rank hold WRB as of Q3 2023.

M&G Investment Management reported no remaining W.R. Berkley position as of Q3 2023 after selling out during the quarter.
M&G Investment Management sold 134,870 W.R. Berkley shares in Q3 2023, an estimated $5.39M.
M&G Investment Management first reported a position in W.R. Berkley in Q1 2023 and held it in 2 quarters.
M&G Investment Management's W.R. Berkley position peaked at $5.4M in Q1 2023.
663 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2023.

Based on M&G Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.