MTB
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Mizuho Trust & Banking’s W.R. Berkley WRB Stock Holding History

Mizuho Trust & Banking’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
2016
Q4 		– Sell
-488,440
Closed -$8.36M – 665
2016
Q3 		$8.36M Buy
488,440
+7,280
+2% +$126K 0.02% 570
2016
Q2 		$8.54M Sell
481,160
-2,991
-0.6% -$49.8K 0.03% 569
2016
Q1 		$8.06M Buy
484,151
+11,749
+2% +$181K 0.03% 571
2015
Q4 		$7.81M Sell
472,402
-12,174
-3% -$199K 0.03% 569
2015
Q3 		$7.81M Buy
484,576
+6,902
+1% +$113K 0.03% 573
2015
Q2 		$7.35M Sell
477,674
-6,841
-1% -$102K 0.02% 600
2015
Q1 		$7.25M Buy
484,515
+3,723
+0.8% +$55.3K 0.02% 599
2014
Q4 		$7.3M Buy
480,792
+47,266
+11% +$711K 0.03% 595
2014
Q3 		$6.14M Sell
433,526
-68,860
-14% -$956K 0.02% 608
2014
Q2 		$6.89M Sell
502,386
-7,887
-2% -$103K 0.02% 610
2014
Q1 		$6.29M Sell
510,273
-24,904
-5% -$301K 0.02% 621
2013
Q4 		$6.7M Buy
535,177
+8,906
+2% +$114K 0.03% 596
2013
Q3 		$6.37M Hold
526,271
– – 0.03% 591
2013
Q2 		$6.37M Buy
+526,271
New +$6.63M 0.03% 588

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return