MU Investments Company’s W.R. Berkley WRB Stock Holding History

MU Investments Company’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
2015 Q4	–	Sell	-4,050	Closed	-$65K	–	259
2015 Q3	$65K	Hold	4,050	–	–	0.04%	244
2015 Q2	$62K	Hold	4,050	–	–	0.03%	256
2015 Q1	$61K	Hold	4,050	–	–	0.03%	255
2014 Q4	$62K	Hold	4,050	–	–	0.03%	262
2014 Q3	$58K	Hold	4,050	–	–	0.03%	267
2014 Q2	$55K	Hold	4,050	–	–	0.03%	278
2014 Q1	$49K	Hold	4,050	–	–	0.02%	281
2013 Q4	$52K	Hold	4,050	–	–	0.02%	285
2013 Q3	$52K	Hold	4,050	–	–	0.02%	263
2013 Q2	$49K	Buy	+4,050	New	+$51K	0.02%	267

Other funds holding WRB

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

MU Investments Company's WRB Position: Q4 2015 in Review

MU Investments Company sold out of W.R. Berkley (WRB) in Q4 2015, closing a stake of 4,050 shares — an estimated $65K sold.

MU Investments Company first reported a position in WRB in Q2 2013 and held it in 10 quarters. The position peaked at $65K in Q3 2015. 354 funds tracked by Wall St. Rank hold WRB as of Q4 2015.

MU Investments Company reported no remaining W.R. Berkley position as of Q4 2015 after selling out during the quarter.
MU Investments Company sold 4,050 W.R. Berkley shares in Q4 2015, an estimated $65K.
MU Investments Company first reported a position in W.R. Berkley in Q2 2013 and held it in 10 quarters.
MU Investments Company's W.R. Berkley position peaked at $65K in Q3 2015.
354 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2015.

Based on MU Investments Company's 13F filing for Q4 2015, filed 28 Jan 2016.