Old Mutual Customised Solutions’s W.R. Berkley WRB Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$224K	Hold	10,463	–	–	0.02%	547
2018 Q1	$225K	Hold	10,463	–	–	0.02%	534
2017 Q4	$222K	Hold	10,463	–	–	0.02%	529
2017 Q3	$207K	Hold	10,463	–	–	0.03%	526
2017 Q2	$214K	Hold	10,463	–	–	0.03%	511
2017 Q1	$219K	Hold	10,463	–	–	0.03%	507
2016 Q4	$206K	Buy	10,463 +2,700	+35%	+$48.5K	0.04%	495
2016 Q3	$133K	Hold	7,763	–	–	0.04%	496
2016 Q2	$138K	Hold	7,763	–	–	0.03%	537
2016 Q1	$129K	Hold	7,763	–	–	0.03%	547
2015 Q4	$126K	Hold	7,763	–	–	0.03%	540
2015 Q3	$125K	Hold	7,763	–	–	0.03%	546
2015 Q2	$119K	Hold	7,763	–	–	0.03%	588
2015 Q1	$116K	Hold	7,763	–	–	0.03%	597
2014 Q4	$118K	Hold	7,763	–	–	0.03%	555
2014 Q3	$110K	Hold	7,763	–	–	0.03%	551
2014 Q2	$107K	Hold	7,763	–	–	0.03%	589
2014 Q1	$96K	Hold	7,763	–	–	0.02%	604
2013 Q4	$100K	Hold	7,763	–	–	0.03%	599
2013 Q3	$99K	Hold	7,763	–	–	0.03%	594
2013 Q2	$94K	Buy	+7,763	New	+$97.7K	0.03%	625

Other funds holding WRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

ACM

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Old Mutual Customised Solutions's WRB Position: Q2 2018 in Review

Old Mutual Customised Solutions held its W.R. Berkley (WRB) position steady in Q2 2018 at 10,463 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #547.

Old Mutual Customised Solutions first reported a position in WRB in Q2 2013 and has held it in 21 quarters since. The position peaked at $225K in Q1 2018. 384 funds tracked by Wall St. Rank hold WRB as of Q2 2018.

Old Mutual Customised Solutions held 10,463 shares of W.R. Berkley worth $224K as of Q2 2018.
Old Mutual Customised Solutions left its W.R. Berkley share count unchanged in Q2 2018.
W.R. Berkley made up 0.02% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #547 holding.
Old Mutual Customised Solutions first reported a position in W.R. Berkley in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's W.R. Berkley position peaked at $225K in Q1 2018.
384 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.