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

Planning Capital Management Corporation’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
2024
Q3 		– Sell
-804
Closed -$42.1K – 919
2024
Q2 		$42.1K Hold
804
– – 0.03% 206
2024
Q1 		$47.4K Hold
804
– – 0.03% 194
2023
Q4 		$37.9K Buy
+804
New +$36.6K 0.03% 214

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Planning Capital Management Corporation's WRB Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of W.R. Berkley (WRB) in Q3 2024, closing a stake of 804 shares — an estimated $42.1K sold.

Planning Capital Management Corporation first reported a position in WRB in Q4 2023 and held it in 3 quarters. The position peaked at $47.4K in Q1 2024. 796 funds tracked by Wall St. Rank hold WRB as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining W.R. Berkley position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 804 W.R. Berkley shares in Q3 2024, an estimated $42.1K.
  • Planning Capital Management Corporation first reported a position in W.R. Berkley in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's W.R. Berkley position peaked at $47.4K in Q1 2024.
  • 796 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.