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Ovata Capital Management’s W.R. Berkley WRB Stock Holding History

Ovata Capital 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
2020
Q3 		– Sell
-626
Closed -$16K – 189
2020
Q2 		$16K Buy
+626
New +$15.4K ﹤0.01% 159

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ovata Capital Management's WRB Position: Q3 2020 in Review

Ovata Capital Management sold out of W.R. Berkley (WRB) in Q3 2020, closing a stake of 626 shares — an estimated $16K sold.

Ovata Capital Management first reported a position in WRB in Q2 2020 and held it in 1 quarter. The position peaked at $16K in Q2 2020. 455 funds tracked by Wall St. Rank hold WRB as of Q3 2020.

  • Ovata Capital Management reported no remaining W.R. Berkley position as of Q3 2020 after selling out during the quarter.
  • Ovata Capital Management sold 626 W.R. Berkley shares in Q3 2020, an estimated $16K.
  • Ovata Capital Management first reported a position in W.R. Berkley in Q2 2020 and held it in 1 quarter.
  • Ovata Capital Management's W.R. Berkley position peaked at $16K in Q2 2020.
  • 455 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2020.

Based on Ovata Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.