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MJP Associates’s W.R. Berkley WRB Stock Holding History

MJP 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
2024
Q3 		– Sell
-7,373
Closed -$386K – 258
2024
Q2 		$386K Buy
7,373
+282
+4% +$15.1K 0.08% 142
2024
Q1 		$418K Buy
7,091
+1,431
+25% +$77.4K 0.09% 126
2023
Q4 		$267K Buy
5,660
+173
+3% +$7.89K 0.07% 140
2023
Q3 		$232K Buy
+5,487
New +$227K 0.07% 137
2023
Q1 		– Sell
-4,284
Closed -$207K – 155
2022
Q4 		$207K Sell
4,284
-570
-12% -$27.5K 0.06% 132
2022
Q3 		$209K Buy
+4,854
New +$211K 0.06% 120

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 $1.47T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return