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Mountain Road Advisors’s W.R. Berkley WRB Stock Holding History

Mountain Road Advisors’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
2020
Q3 		$8.34M Buy
303,750
+11,250
+4% +$308K 7.35% 7
2020
Q2 		$7.45M Buy
292,500
+247,500
+550% +$6.07M 7.11% 8
2020
Q1 		$1.04M Sell
45,000
-61,965
-58% -$1.85M 3.56% 14
2019
Q4 		$3.29M Buy
+106,965
New +$3.3M 5.57% 6

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mountain Road Advisors's WRB Position: Q3 2020 in Review

Mountain Road Advisors increased its W.R. Berkley (WRB) stake by 3.8% in Q3 2020, buying an estimated $308K and bringing the position to 303,750 shares worth $8.34M. The position accounts for 7.35% of the portfolio, ranked #7.

Mountain Road Advisors first reported a position in WRB in Q4 2019 and has held it in 4 quarters since. 455 funds tracked by Wall St. Rank hold WRB as of Q3 2020.

  • Mountain Road Advisors held 303,750 shares of W.R. Berkley worth $8.34M as of Q3 2020.
  • Mountain Road Advisors bought 11,250 W.R. Berkley shares in Q3 2020, an estimated $308K.
  • W.R. Berkley made up 7.35% of Mountain Road Advisors's portfolio in Q3 2020, its #7 holding.
  • Mountain Road Advisors first reported a position in W.R. Berkley in Q4 2019 and has held it in 4 quarters since.
  • 455 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2020.

Based on Mountain Road Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.