My Personal CFO LLC’s W.R. Berkley WRB Stock Holding History

My Personal CFO LLC’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 Q1	–	Sell	-12	Closed	-$581	–	837
2022 Q4	$581	Buy	+12	New	+$579	﹤0.01%	730

Other funds holding WRB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

My Personal CFO LLC's WRB Position: Q1 2023 in Review

My Personal CFO LLC sold out of W.R. Berkley (WRB) in Q1 2023, closing a stake of 12 shares — an estimated $581 sold.

My Personal CFO LLC first reported a position in WRB in Q4 2022 and held it in 1 quarter. The position peaked at $581 in Q4 2022. 689 funds tracked by Wall St. Rank hold WRB as of Q1 2023.

My Personal CFO LLC reported no remaining W.R. Berkley position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 12 W.R. Berkley shares in Q1 2023, an estimated $581.
My Personal CFO LLC first reported a position in W.R. Berkley in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's W.R. Berkley position peaked at $581 in Q4 2022.
689 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.