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Piedmont Investment Advisors’s W.R. Berkley WRB Stock Holding History

Piedmont Investment 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
2019
Q4 		– Sell
-29,122
Closed -$935K – 933
2019
Q3 		$935K Sell
29,122
-2,349
-7% -$73.4K 0.04% 338
2019
Q2 		$922K Buy
31,471
+22,676
+258% +$621K 0.04% 354
2019
Q1 		$221K Buy
+8,795
New +$207K 0.01% 1013
2018
Q3 		– Sell
-125
Closed -$3K – 2290
2018
Q2 		$3K Buy
+125
New +$2.78K ﹤0.01% 2450

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 $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Piedmont Investment Advisors's WRB Position: Q4 2019 in Review

Piedmont Investment Advisors sold out of W.R. Berkley (WRB) in Q4 2019, closing a stake of 29,122 shares — an estimated $935K sold.

Piedmont Investment Advisors first reported a position in WRB in Q2 2018 and held it in 4 quarters. The position peaked at $935K in Q3 2019. 493 funds tracked by Wall St. Rank hold WRB as of Q4 2019.

  • Piedmont Investment Advisors reported no remaining W.R. Berkley position as of Q4 2019 after selling out during the quarter.
  • Piedmont Investment Advisors sold 29,122 W.R. Berkley shares in Q4 2019, an estimated $935K.
  • Piedmont Investment Advisors first reported a position in W.R. Berkley in Q2 2018 and held it in 4 quarters.
  • Piedmont Investment Advisors's W.R. Berkley position peaked at $935K in Q3 2019.
  • 493 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2019.

Based on Piedmont Investment Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.