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NuWave Investment Management’s W.R. Berkley WRB Stock Holding History

NuWave Investment Management’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
2022
Q3 		– Sell
-2,273
Closed -$103K – 393
2022
Q2 		$103K Buy
+2,273
New +$103K 0.14% 174
2021
Q3 		– Sell
-8,825
Closed -$292K – 441
2021
Q2 		$292K Buy
+8,825
New +$306K 0.32% 103
2021
Q1 		– Sell
-556
Closed -$16K – 438
2020
Q4 		$16K Sell
556
-749
-57% -$21.6K 0.02% 299
2020
Q3 		$35K Buy
+1,305
New +$35.8K 0.05% 271

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

NuWave Investment Management's WRB Position: Q3 2022 in Review

NuWave Investment Management sold out of W.R. Berkley (WRB) in Q3 2022, closing a stake of 2,273 shares — an estimated $103K sold.

NuWave Investment Management first reported a position in WRB in Q3 2020 and held it in 4 quarters. The position peaked at $292K in Q2 2021. 667 funds tracked by Wall St. Rank hold WRB as of Q3 2022.

  • NuWave Investment Management reported no remaining W.R. Berkley position as of Q3 2022 after selling out during the quarter.
  • NuWave Investment Management sold 2,273 W.R. Berkley shares in Q3 2022, an estimated $103K.
  • NuWave Investment Management first reported a position in W.R. Berkley in Q3 2020 and held it in 4 quarters.
  • NuWave Investment Management's W.R. Berkley position peaked at $292K in Q2 2021.
  • 667 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.