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Moloney Securities Asset Management’s W.R. Berkley WRB Stock Holding History

Moloney Securities Asset 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
2021
Q3 		– Sell
-24,262
Closed -$803K – 469
2021
Q2 		$803K Buy
+24,262
New +$840K 0.15% 182

Other funds holding WRB

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Moloney Securities Asset Management's WRB Position: Q3 2021 in Review

Moloney Securities Asset Management sold out of W.R. Berkley (WRB) in Q3 2021, closing a stake of 24,262 shares — an estimated $803K sold.

Moloney Securities Asset Management first reported a position in WRB in Q2 2021 and held it in 1 quarter. The position peaked at $803K in Q2 2021. 512 funds tracked by Wall St. Rank hold WRB as of Q3 2021.

  • Moloney Securities Asset Management reported no remaining W.R. Berkley position as of Q3 2021 after selling out during the quarter.
  • Moloney Securities Asset Management sold 24,262 W.R. Berkley shares in Q3 2021, an estimated $803K.
  • Moloney Securities Asset Management first reported a position in W.R. Berkley in Q2 2021 and held it in 1 quarter.
  • Moloney Securities Asset Management's W.R. Berkley position peaked at $803K in Q2 2021.
  • 512 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2021.

Based on Moloney Securities Asset Management's 13F filing for Q3 2021, filed 27 Oct 2021.