NFG
WRB icon

Next Financial Group’s W.R. Berkley WRB Stock Holding History

Next Financial 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
2021
Q4 		$64K Buy
1,735
+65
+4% +$2.31K ﹤0.01% 1368
2021
Q3 		$54K Buy
1,670
+18
+1% +$594 ﹤0.01% 1385
2021
Q2 		$55K Hold
1,652
– – ﹤0.01% 1359
2021
Q1 		$55K Buy
1,652
+3
+0.2% +$93 ﹤0.01% 1243
2020
Q4 		$49K Sell
1,649
-84
-5% -$2.42K ﹤0.01% 1207
2020
Q3 		$47K Buy
+1,733
New +$47.5K 0.01% 1129
2020
Q2 		– Sell
-1,726
Closed -$40K – 1898
2020
Q1 		$40K Sell
1,726
-1,658
-49% -$49.4K 0.01% 1060
2019
Q4 		$104K Sell
3,384
-16
-0.5% -$494 0.01% 928
2019
Q3 		$109K Sell
3,400
-12,600
-79% -$394K 0.01% 879
2019
Q2 		$471K Buy
16,000
+4,204
+36% +$115K 0.05% 361
2019
Q1 		$297K Buy
11,796
+8,414
+249% +$198K 0.08% 258
2018
Q4 		$74K Buy
3,382
+2,029
+150% +$45.6K 0.02% 680
2018
Q3 		$32K Buy
+1,353
New +$30.7K 0.01% 650
2017
Q4 		– Sell
-1,775
Closed -$35K – 1430
2017
Q3 		$35K Sell
1,775
-4,330
-71% -$86.7K 0.01% 811
2017
Q2 		$125K Buy
6,105
+4,330
+244% +$87.6K 0.03% 481
2017
Q1 		$36K Hold
1,775
– – 0.01% 832
2016
Q4 		$35K Hold
1,775
– – 0.01% 1108
2016
Q3 		$30K Hold
1,775
– – 0.01% 1181
2016
Q2 		$31K Hold
1,775
– – 0.01% 801
2016
Q1 		$29K Hold
1,775
– – 0.01% 796
2015
Q4 		$28K Hold
1,775
– – 0.01% 813
2015
Q3 		$28K Hold
1,775
– – 0.01% 836
2015
Q2 		$27K Hold
1,775
– – 0.01% 888
2015
Q1 		$26K Hold
1,775
– – 0.01% 897
2014
Q4 		$27K Hold
1,775
– – 0.01% 872
2014
Q3 		$25K Sell
1,775
-834
-32% -$11.6K 0.01% 1290
2014
Q2 		$35K Buy
+2,609
New +$33.9K 0.02% 442

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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

Next Financial Group's WRB Position: Q4 2021 in Review

Next Financial Group increased its W.R. Berkley (WRB) stake by 3.9% in Q4 2021, buying an estimated $2.31K and bringing the position to 1,735 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Next Financial Group first reported a position in WRB in Q2 2014 and has held it in 27 quarters since. The position peaked at $471K in Q2 2019. 573 funds tracked by Wall St. Rank hold WRB as of Q4 2021.

  • Next Financial Group held 1,735 shares of W.R. Berkley worth $64K as of Q4 2021.
  • Next Financial Group bought 65 W.R. Berkley shares in Q4 2021, an estimated $2.31K.
  • W.R. Berkley made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1368 holding.
  • Next Financial Group first reported a position in W.R. Berkley in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's W.R. Berkley position peaked at $471K in Q2 2019.
  • 573 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.