MilWealth Group’s W.R. Berkley WRB Stock Holding History

MilWealth 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
2022 Q1	–	Sell	-61	Closed	-$2.23K	–	156
2021 Q4	$2.23K	Hold	61	–	–	﹤0.01%	129
2021 Q3	$1.98K	Buy	+61	New	+$2.01K	﹤0.01%	141

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MilWealth Group's WRB Position: Q1 2022 in Review

MilWealth Group sold out of W.R. Berkley (WRB) in Q1 2022, closing a stake of 61 shares — an estimated $2.23K sold.

MilWealth Group first reported a position in WRB in Q3 2021 and held it in 2 quarters. The position peaked at $2.23K in Q4 2021. 614 funds tracked by Wall St. Rank hold WRB as of Q1 2022.

MilWealth Group reported no remaining W.R. Berkley position as of Q1 2022 after selling out during the quarter.
MilWealth Group sold 61 W.R. Berkley shares in Q1 2022, an estimated $2.23K.
MilWealth Group first reported a position in W.R. Berkley in Q3 2021 and held it in 2 quarters.
MilWealth Group's W.R. Berkley position peaked at $2.23K in Q4 2021.
614 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2022.

Based on MilWealth Group's 13F filing for Q1 2022, filed 9 May 2023.