MA
WRB icon

MUFG Americas’s W.R. Berkley WRB Stock Holding History

MUFG Americas’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
2022
Q4 		– Sell
-371
Closed -$16K – 857
2022
Q3 		$16K Buy
371
+261
+237% +$11.3K ﹤0.01% 648
2022
Q2 		$5K Sell
110
-1
-0.9% -$45 ﹤0.01% 701
2022
Q1 		$5K Sell
111
-155
-58% -$6.18K ﹤0.01% 761
2021
Q4 		$10K Hold
266
– – ﹤0.01% 765
2021
Q3 		$9K Buy
+266
New +$8.77K ﹤0.01% 761
2021
Q1 		– Sell
-16
Closed – – 830
2020
Q4 		$0 Buy
+16
New +$461 ﹤0.01% 830
2015
Q2 		– Sell
-1,391
Closed -$21K – 1282
2015
Q1 		$21K Buy
+1,391
New +$20.7K ﹤0.01% 806
2013
Q3 		– Sell
-152
Closed -$2K – 1470
2013
Q2 		$2K Buy
+152
New +$1.91K ﹤0.01% 1544

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

MUFG Americas's WRB Position: Q4 2022 in Review

MUFG Americas sold out of W.R. Berkley (WRB) in Q4 2022, closing a stake of 371 shares — an estimated $16K sold.

MUFG Americas first reported a position in WRB in Q2 2013 and held it in 8 quarters. The position peaked at $21K in Q1 2015. 715 funds tracked by Wall St. Rank hold WRB as of Q4 2022.

  • MUFG Americas reported no remaining W.R. Berkley position as of Q4 2022 after selling out during the quarter.
  • MUFG Americas sold 371 W.R. Berkley shares in Q4 2022, an estimated $16K.
  • MUFG Americas first reported a position in W.R. Berkley in Q2 2013 and held it in 8 quarters.
  • MUFG Americas's W.R. Berkley position peaked at $21K in Q1 2015.
  • 715 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.