Pictet Asset Management (Switzerland)’s W.R. Berkley WRB Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$7.38M	Buy	185,879 +55,352	+42%	+$2.18M	0.01%	691
2023 Q1	$5.42M	Sell	130,527 -6,641	-5%	-$297K	0.01%	771
2022 Q4	$6.64M	Buy	137,168 +2,522	+2%	+$122K	0.01%	687
2022 Q3	$5.8M	Buy	134,646 +3,405	+3%	+$148K	0.01%	697
2022 Q2	$5.97M	Sell	131,241 -19,401	-13%	-$882K	0.01%	721
2022 Q1	$6.69M	Sell	150,642 -39,794	-21%	-$1.59M	0.01%	750
2021 Q4	$6.97M	Buy	190,436 +26,510	+16%	+$940K	0.01%	764
2021 Q3	$5.33M	Buy	+163,926	New	+$5.41M	0.01%	826

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s WRB Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its W.R. Berkley (WRB) stake by 42% in Q2 2023, buying an estimated $2.18M and bringing the position to 185,879 shares worth $7.38M. The position accounts for 0.01% of the portfolio, ranked #691.

Pictet Asset Management (Switzerland) first reported a position in WRB in Q3 2021 and has held it in 8 quarters since. 659 funds tracked by Wall St. Rank hold WRB as of Q2 2023.

Pictet Asset Management (Switzerland) held 185,879 shares of W.R. Berkley worth $7.38M as of Q2 2023.
Pictet Asset Management (Switzerland) bought 55,352 W.R. Berkley shares in Q2 2023, an estimated $2.18M.
W.R. Berkley made up 0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #691 holding.
Pictet Asset Management (Switzerland) first reported a position in W.R. Berkley in Q3 2021 and has held it in 8 quarters since.
659 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.