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Plante Moran Financial Advisors’s W.R. Berkley WRB Stock Holding History

Plante Moran Financial 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
Q3 		– Hold
0
– – – 1109
2022
Q2 		– Hold
0
– – – 1082
2016
Q4 		– Sell
-2,251
Closed -$39K – 1046
2016
Q3 		$39K Buy
+2,251
New +$38.9K 0.03% 372
2015
Q1 		– Sell
-516
Closed -$8K – 798
2014
Q4 		$8K Hold
516
– – 0.01% 591
2014
Q3 		$7K Hold
516
– – 0.01% 629
2014
Q2 		$7K Hold
516
– – 0.01% 622
2014
Q1 		$6K Hold
516
– – 0.01% 451
2013
Q4 		$7K Hold
516
– – ﹤0.01% 506
2013
Q3 		$7K Hold
516
– – ﹤0.01% 448
2013
Q2 		$6K Buy
+516
New +$6.5K ﹤0.01% 432

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BlackRock
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State Street
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ACM
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return