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McKinley Capital Management’s W.R. Berkley WRB Stock Holding History

McKinley Capital 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
Q2 		– Sell
-30,281
Closed -$1.26M – 168
2023
Q1 		$1.26M Sell
30,281
-1,324
-4% -$59.2K 0.17% 119
2022
Q4 		$1.53M Sell
31,605
-660
-2% -$31.8K 0.2% 109
2022
Q3 		$1.39M Buy
+32,265
New +$1.4M 0.19% 116

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

McKinley Capital Management's WRB Position: Q2 2023 in Review

McKinley Capital Management sold out of W.R. Berkley (WRB) in Q2 2023, closing a stake of 30,281 shares — an estimated $1.26M sold.

McKinley Capital Management first reported a position in WRB in Q3 2022 and held it in 3 quarters. The position peaked at $1.53M in Q4 2022. 658 funds tracked by Wall St. Rank hold WRB as of Q2 2023.

  • McKinley Capital Management reported no remaining W.R. Berkley position as of Q2 2023 after selling out during the quarter.
  • McKinley Capital Management sold 30,281 W.R. Berkley shares in Q2 2023, an estimated $1.26M.
  • McKinley Capital Management first reported a position in W.R. Berkley in Q3 2022 and held it in 3 quarters.
  • McKinley Capital Management's W.R. Berkley position peaked at $1.53M in Q4 2022.
  • 658 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2023.

Based on McKinley Capital Management's 13F filing for Q2 2023, filed 9 Aug 2023.