Personal Wealth Partners’s W.R. Berkley WRB Stock Holding History

Personal Wealth Partners’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 Q1	–	Sell	-16	Closed	–	–	624
2019 Q4	$0	Hold	16	–	–	﹤0.01%	696
2019 Q3	$1K	Buy	+16	New	+$500	﹤0.01%	496

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

ACM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 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

Personal Wealth Partners's WRB Position: Q1 2020 in Review

Personal Wealth Partners sold out of W.R. Berkley (WRB) in Q1 2020, closing a stake of 16 shares.

Personal Wealth Partners first reported a position in WRB in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q3 2019. 446 funds tracked by Wall St. Rank hold WRB as of Q1 2020.

Personal Wealth Partners reported no remaining W.R. Berkley position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 16 W.R. Berkley shares in Q1 2020.
Personal Wealth Partners first reported a position in W.R. Berkley in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's W.R. Berkley position peaked at $1K in Q3 2019.
446 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.