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Olympiad Research’s W.R. Berkley WRB Stock Holding History

Olympiad Research’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
2024
Q1 		– Sell
-5,489
Closed -$259K – 479
2023
Q4 		$259K Buy
5,489
+492
+10% +$22.4K 0.2% 205
2023
Q3 		$211K Buy
+4,997
New +$207K 0.21% 250
2022
Q3 		$207K Buy
+4,815
New +$209K 0.11% 202
2020
Q4 		– Sell
-14,177
Closed -$385K – 356
2020
Q3 		$385K Buy
+14,177
New +$389K 0.2% 113

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 $3.38T AUM 44.17% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Olympiad Research's WRB Position: Q1 2024 in Review

Olympiad Research sold out of W.R. Berkley (WRB) in Q1 2024, closing a stake of 5,489 shares — an estimated $259K sold.

Olympiad Research first reported a position in WRB in Q3 2020 and held it in 4 quarters. The position peaked at $385K in Q3 2020. 773 funds tracked by Wall St. Rank hold WRB as of Q1 2024.

  • Olympiad Research reported no remaining W.R. Berkley position as of Q1 2024 after selling out during the quarter.
  • Olympiad Research sold 5,489 W.R. Berkley shares in Q1 2024, an estimated $259K.
  • Olympiad Research first reported a position in W.R. Berkley in Q3 2020 and held it in 4 quarters.
  • Olympiad Research's W.R. Berkley position peaked at $385K in Q3 2020.
  • 773 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2024.

Based on Olympiad Research's 13F filing for Q1 2024, filed 13 May 2024.