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National Wealth Management Group’s W.R. Berkley WRB Stock Holding History

National Wealth Management Group’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
Q4 		– Sell
-5,921
Closed -$336K – 176
2024
Q3 		$336K Buy
+5,921
New +$332K 0.23% 105

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

National Wealth Management Group's WRB Position: Q4 2024 in Review

National Wealth Management Group sold out of W.R. Berkley (WRB) in Q4 2024, closing a stake of 5,921 shares — an estimated $336K sold.

National Wealth Management Group first reported a position in WRB in Q3 2024 and held it in 1 quarter. The position peaked at $336K in Q3 2024. 873 funds tracked by Wall St. Rank hold WRB as of Q4 2024.

  • National Wealth Management Group reported no remaining W.R. Berkley position as of Q4 2024 after selling out during the quarter.
  • National Wealth Management Group sold 5,921 W.R. Berkley shares in Q4 2024, an estimated $336K.
  • National Wealth Management Group first reported a position in W.R. Berkley in Q3 2024 and held it in 1 quarter.
  • National Wealth Management Group's W.R. Berkley position peaked at $336K in Q3 2024.
  • 873 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2024.

Based on National Wealth Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.