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Nuance Investments’s W.R. Berkley WRB Stock Holding History

Nuance Investments’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
Q4 		– Sell
-555,948
Closed -$23.5M – 58
2023
Q3 		$23.5M Sell
555,948
-119,531
-18% -$4.95M 0.58% 35
2023
Q2 		$26.8M Buy
+675,479
New +$26.6M 0.57% 39
2022
Q2 		– Sell
-5,189
Closed -$230K – 58
2022
Q1 		$230K Sell
5,189
-2,160,211
-100% -$86.2M ﹤0.01% 53
2021
Q4 		$79.3M Buy
2,165,400
+403,807
+23% +$14.3M 1.4% 24
2021
Q3 		$57.3M Buy
1,761,593
+872,312
+98% +$28.8M 1.05% 27
2021
Q2 		$29.4M Buy
889,281
+39,778
+5% +$1.38M 0.52% 36
2021
Q1 		$28.4M Buy
849,503
+31,797
+4% +$981K 0.53% 37
2020
Q4 		$24.1M Buy
817,706
+5,919
+0.7% +$171K 0.47% 38
2020
Q3 		$22.1M Buy
811,787
+692,469
+580% +$19M 0.52% 35
2020
Q2 		$3.04M Sell
119,318
-142,058
-54% -$3.48M 0.08% 48
2020
Q1 		$6.06M Sell
261,376
-182,880
-41% -$5.45M 0.21% 45
2019
Q4 		$13.7M Buy
+444,256
New +$13.7M 0.44% 38
2019
Q1 		– Sell
-591,735
Closed -$13M – 61
2018
Q4 		$13M Sell
591,735
-309,609
-34% -$6.96M 0.87% 27
2018
Q3 		$21.3M Buy
901,344
+48,063
+6% +$1.09M 1.28% 23
2018
Q2 		$18.3M Sell
853,281
-704,390
-45% -$15.7M 1.19% 27
2018
Q1 		$33.6M Buy
1,557,671
+1,190,930
+325% +$24.8M 2.27% 16
2017
Q4 		$7.79M Buy
366,741
+21,509
+6% +$440K 0.52% 46
2017
Q3 		$6.83M Buy
345,232
+50,281
+17% +$1.01M 0.47% 44
2017
Q2 		$6.04M Buy
294,951
+161,021
+120% +$3.26M 0.45% 37
2017
Q1 		$2.8M Buy
133,930
+2,885
+2% +$59.4K 0.22% 56
2016
Q4 		$2.58M Buy
131,045
+29,852
+30% +$536K 0.22% 49
2016
Q3 		$1.73M Buy
+101,193
New +$1.75M 0.17% 52

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Nuance Investments's WRB Position: Q4 2023 in Review

Nuance Investments sold out of W.R. Berkley (WRB) in Q4 2023, closing a stake of 555,948 shares — an estimated $23.5M sold.

Nuance Investments first reported a position in WRB in Q3 2016 and held it in 22 quarters. The position peaked at $79.3M in Q4 2021. 726 funds tracked by Wall St. Rank hold WRB as of Q4 2023.

  • Nuance Investments reported no remaining W.R. Berkley position as of Q4 2023 after selling out during the quarter.
  • Nuance Investments sold 555,948 W.R. Berkley shares in Q4 2023, an estimated $23.5M.
  • Nuance Investments first reported a position in W.R. Berkley in Q3 2016 and held it in 22 quarters.
  • Nuance Investments's W.R. Berkley position peaked at $79.3M in Q4 2021.
  • 726 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2023.

Based on Nuance Investments's 13F filing for Q4 2023, filed 7 Feb 2024.