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O'Neil Global Advisors’s W.R. Berkley WRB Stock Holding History

O'Neil Global Advisors’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
-4,842
Closed -$220K – 50
2022
Q2 		$220K Buy
+4,842
New +$220K 0.93% 27

Other funds holding WRB

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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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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 $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

O'Neil Global Advisors's WRB Position: Q3 2022 in Review

O'Neil Global Advisors sold out of W.R. Berkley (WRB) in Q3 2022, closing a stake of 4,842 shares — an estimated $220K sold.

O'Neil Global Advisors first reported a position in WRB in Q2 2022 and held it in 1 quarter. The position peaked at $220K in Q2 2022. 667 funds tracked by Wall St. Rank hold WRB as of Q3 2022.

  • O'Neil Global Advisors reported no remaining W.R. Berkley position as of Q3 2022 after selling out during the quarter.
  • O'Neil Global Advisors sold 4,842 W.R. Berkley shares in Q3 2022, an estimated $220K.
  • O'Neil Global Advisors first reported a position in W.R. Berkley in Q2 2022 and held it in 1 quarter.
  • O'Neil Global Advisors's W.R. Berkley position peaked at $220K in Q2 2022.
  • 667 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2022.

Based on O'Neil Global Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.