MFG
WRB icon

Magnus Financial Group’s W.R. Berkley WRB Stock Holding History

Magnus Financial 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
2020
Q3 		– Sell
-15,183
Closed -$387K – 643
2020
Q2 		$387K Buy
15,183
+886
+6% +$21.7K 0.04% 237
2020
Q1 		$331K Sell
14,297
-153
-1% -$4.56K 0.05% 241
2019
Q4 		$444K Hold
14,450
– – 0.06% 171
2019
Q3 		$464K Hold
14,450
– – 0.09% 128
2019
Q2 		$423K Sell
14,450
-5
-0% -$137 0.08% 144
2019
Q1 		$363K Hold
14,455
– – 0.07% 175
2018
Q4 		$317K Buy
+14,455
New +$325K 0.08% 168

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ACM
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State Street
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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
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return