NEXT Financial Holdings’s W.R. Berkley WRB Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$297K	Buy	+11,796	New	+$278K	0.08%	258

Other funds holding WRB

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NEXT Financial Holdings's WRB Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in W.R. Berkley (WRB) in Q1 2019: 11,796 shares worth $297K. The stake represents 0.08% of the portfolio and ranks #258 among its holdings.

400 funds tracked by Wall St. Rank hold WRB as of Q1 2019.

NEXT Financial Holdings held 11,796 shares of W.R. Berkley worth $297K as of Q1 2019.
W.R. Berkley was a new NEXT Financial Holdings position in Q1 2019.
W.R. Berkley made up 0.08% of NEXT Financial Holdings's portfolio in Q1 2019, its #258 holding.
400 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.