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Missouri Trust & Investment Company’s W.R. Berkley WRB Stock Holding History

Missouri Trust & Investment Company’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
Q4 		– Sell
-36
Closed -$1.52K – 451
2023
Q3 		$1.52K Hold
36
– – ﹤0.01% 381
2023
Q2 		$1.43K Buy
+36
New +$1.42K ﹤0.01% 414

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Missouri Trust & Investment Company's WRB Position: Q4 2023 in Review

Missouri Trust & Investment Company sold out of W.R. Berkley (WRB) in Q4 2023, closing a stake of 36 shares — an estimated $1.52K sold.

Missouri Trust & Investment Company first reported a position in WRB in Q2 2023 and held it in 2 quarters. The position peaked at $1.52K in Q3 2023. 725 funds tracked by Wall St. Rank hold WRB as of Q4 2023.

  • Missouri Trust & Investment Company reported no remaining W.R. Berkley position as of Q4 2023 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 36 W.R. Berkley shares in Q4 2023, an estimated $1.52K.
  • Missouri Trust & Investment Company first reported a position in W.R. Berkley in Q2 2023 and held it in 2 quarters.
  • Missouri Trust & Investment Company's W.R. Berkley position peaked at $1.52K in Q3 2023.
  • 725 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2023.

Based on Missouri Trust & Investment Company's 13F filing for Q4 2023, filed 8 Feb 2024.