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Moody Aldrich Partners’s W.R. Berkley WRB Stock Holding History

Moody Aldrich Partners’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
Q2 		– Sell
-11,558
Closed -$480K – 180
2023
Q1 		$480K Sell
11,558
-19
-0.2% -$850 0.1% 121
2022
Q4 		$560K Buy
11,577
+1,708
+17% +$82.4K 0.11% 123
2022
Q3 		$425K Buy
+9,869
New +$428K 0.09% 123

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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 $156B AUM 27.51% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Moody Aldrich Partners's WRB Position: Q2 2023 in Review

Moody Aldrich Partners sold out of W.R. Berkley (WRB) in Q2 2023, closing a stake of 11,558 shares — an estimated $480K sold.

Moody Aldrich Partners first reported a position in WRB in Q3 2022 and held it in 3 quarters. The position peaked at $560K in Q4 2022. 657 funds tracked by Wall St. Rank hold WRB as of Q2 2023.

  • Moody Aldrich Partners reported no remaining W.R. Berkley position as of Q2 2023 after selling out during the quarter.
  • Moody Aldrich Partners sold 11,558 W.R. Berkley shares in Q2 2023, an estimated $480K.
  • Moody Aldrich Partners first reported a position in W.R. Berkley in Q3 2022 and held it in 3 quarters.
  • Moody Aldrich Partners's W.R. Berkley position peaked at $560K in Q4 2022.
  • 657 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2023.

Based on Moody Aldrich Partners's 13F filing for Q2 2023, filed 28 Jul 2023.