Mutual Advisors’s W.R. Berkley WRB Stock Holding History

Mutual 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
2024 Q2	–	Sell	-10,383	Closed	-$612K	–	1168
2024 Q1	$612K	Buy	10,383 +1,498	+17%	+$81K	0.02%	625
2023 Q4	$419K	Buy	+8,885	New	+$405K	0.01%	705

Other funds holding WRB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mutual Advisors's WRB Position: Q2 2024 in Review

Mutual Advisors sold out of W.R. Berkley (WRB) in Q2 2024, closing a stake of 10,383 shares — an estimated $612K sold.

Mutual Advisors first reported a position in WRB in Q4 2023 and held it in 2 quarters. The position peaked at $612K in Q1 2024. 757 funds tracked by Wall St. Rank hold WRB as of Q2 2024.

Mutual Advisors reported no remaining W.R. Berkley position as of Q2 2024 after selling out during the quarter.
Mutual Advisors sold 10,383 W.R. Berkley shares in Q2 2024, an estimated $612K.
Mutual Advisors first reported a position in W.R. Berkley in Q4 2023 and held it in 2 quarters.
Mutual Advisors's W.R. Berkley position peaked at $612K in Q1 2024.
757 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2024.

Based on Mutual Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.