Personal Capital Advisors’s W.R. Berkley WRB Stock Holding History

Personal Capital 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 Q4	$496K	Buy	10,245 +6	+0.1%	+$289	﹤0.01%	301
2022 Q3	$441K	Hold	10,239	–	–	﹤0.01%	304
2022 Q2	$466K	Hold	10,239	–	–	﹤0.01%	281
2022 Q1	$455K	Sell	10,239 -1	-0%	-$40	﹤0.01%	319
2021 Q4	$375K	Hold	10,240	–	–	﹤0.01%	389
2021 Q3	$333K	Hold	10,240	–	–	﹤0.01%	384
2021 Q2	$339K	Hold	10,240	–	–	﹤0.01%	376
2021 Q1	$343K	Sell	10,240 -97	-0.9%	-$2.99K	﹤0.01%	365
2020 Q4	$305K	Buy	10,337 +97	+0.9%	+$2.8K	﹤0.01%	380
2020 Q3	$278K	Hold	10,240	–	–	﹤0.01%	343
2020 Q2	$261K	Sell	10,240 -259	-2%	-$6.35K	﹤0.01%	311
2020 Q1	$243K	Sell	10,499 -15	-0.1%	-$447	﹤0.01%	308
2019 Q4	$323K	Buy	10,514 +274	+3%	+$8.46K	﹤0.01%	315
2019 Q3	$328K	Buy	+10,240	New	+$320K	﹤0.01%	280
2019 Q2	–	Sell	-10,240	Closed	-$257K	–	345
2019 Q1	$257K	Buy	+10,240	New	+$241K	﹤0.01%	287

Other funds holding WRB

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Personal Capital Advisors's WRB Position: Q4 2022 in Review

Personal Capital Advisors increased its W.R. Berkley (WRB) stake by 0.06% in Q4 2022, buying an estimated $289 and bringing the position to 10,245 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Personal Capital Advisors first reported a position in WRB in Q1 2019 and has held it in 15 quarters since. 715 funds tracked by Wall St. Rank hold WRB as of Q4 2022.

Personal Capital Advisors held 10,245 shares of W.R. Berkley worth $496K as of Q4 2022.
Personal Capital Advisors bought 6 W.R. Berkley shares in Q4 2022, an estimated $289.
W.R. Berkley made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #301 holding.
Personal Capital Advisors first reported a position in W.R. Berkley in Q1 2019 and has held it in 15 quarters since.
715 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.