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Marino Stram & Associates’s W.R. Berkley WRB Stock Holding History

Marino Stram & Associates’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
Q3 		– Sell
-337,331
Closed -$11.2M – 291
2021
Q2 		$11.2M Buy
+337,331
New +$11.7M 2.91% 5

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Marino Stram & Associates's WRB Position: Q3 2021 in Review

Marino Stram & Associates sold out of W.R. Berkley (WRB) in Q3 2021, closing a stake of 337,331 shares — an estimated $11.2M sold.

Marino Stram & Associates first reported a position in WRB in Q2 2021 and held it in 1 quarter. The position peaked at $11.2M in Q2 2021. 512 funds tracked by Wall St. Rank hold WRB as of Q3 2021.

  • Marino Stram & Associates reported no remaining W.R. Berkley position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 337,331 W.R. Berkley shares in Q3 2021, an estimated $11.2M.
  • Marino Stram & Associates first reported a position in W.R. Berkley in Q2 2021 and held it in 1 quarter.
  • Marino Stram & Associates's W.R. Berkley position peaked at $11.2M in Q2 2021.
  • 512 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.