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Polar Capital’s W.R. Berkley WRB Stock Holding History

Polar Capital’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
Q3 		$70.3M Hold
2,587,500
– – 0.52% 58
2020
Q2 		$65.9M Sell
2,587,500
-84,375
-3% -$2.07M 0.57% 53
2020
Q1 		$62M Hold
2,671,875
– – 0.67% 40
2019
Q4 		$82.1M Sell
2,671,875
-112,500
-4% -$3.47M 0.71% 26
2019
Q3 		$89.4M Hold
2,784,375
– – 0.8% 26
2019
Q2 		$81.6M Sell
2,784,375
-253,125
-8% -$6.93M 0.72% 34
2019
Q1 		$76.2M Sell
3,037,500
-303,750
-9% -$7.16M 0.71% 36
2018
Q4 		$73.2M Sell
3,341,250
-401,625
-11% -$9.03M 0.78% 33
2018
Q3 		$88.6M Buy
3,742,875
+64,125
+2% +$1.46M 0.75% 32
2018
Q2 		$78.9K Hold
3,678,750
– – 0.48% 36
2018
Q1 		$79.2M Buy
3,678,750
+705,375
+24% +$14.7M 0.8% 27
2017
Q4 		$63.1M Buy
2,973,375
+450,562
+18% +$9.21M 0.65% 37
2017
Q3 		$49.9M Buy
2,522,813
+821,813
+48% +$16.5M 0.56% 49
2017
Q2 		$34.9M Buy
1,701,000
+146,812
+9% +$2.97M 0.47% 74
2017
Q1 		$32.5M Buy
1,554,188
+121,500
+8% +$2.5M 0.49% 65
2016
Q4 		$28.2M Buy
1,432,688
+487,688
+52% +$8.76M 0.45% 65
2016
Q3 		$16.2M Buy
945,000
+67,500
+8% +$1.17M 0.28% 116
2016
Q2 		$15.6M Hold
877,500
– – 0.29% 103
2016
Q1 		$14.6M Hold
877,500
– – 0.27% 105
2015
Q4 		$14.2M Hold
877,500
– – 0.26% 111
2015
Q3 		$14.1M Sell
877,500
-37,125
-4% -$608K 0.29% 113
2015
Q2 		$14.1M Sell
914,625
-21,263
-2% -$317K 0.27% 116
2015
Q1 		$14M Hold
935,888
– – 0.26% 117
2014
Q4 		$14.2M Hold
935,888
– – 0.28% 117
2014
Q3 		$13.3M Sell
935,888
-132,300
-12% -$1.84M 0.28% 117
2014
Q2 		$14.7M Sell
1,068,188
-453,637
-30% -$5.9M 0.31% 113
2014
Q1 		$18.8M Sell
1,521,825
-177,396
-10% -$2.14M 0.43% 88
2013
Q4 		$21.8M Buy
1,699,221
+5,231
+0.3% +$67.1K 0.52% 60
2013
Q3 		$21.5K Buy
1,693,990
+4,725
+0.3% +$59.3K 0.57% 46
2013
Q2 		$20.5M Buy
+1,689,265
New +$21.3M 0.71% 30

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $59B AUM 32.99% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polar Capital's WRB Position: Q3 2020 in Review

Polar Capital held its W.R. Berkley (WRB) position steady in Q3 2020 at 2,587,500 shares worth $70.3M. The position accounts for 0.52% of the portfolio, ranked #58.

Polar Capital first reported a position in WRB in Q2 2013 and has held it in 30 quarters since. The position peaked at $89.4M in Q3 2019. 454 funds tracked by Wall St. Rank hold WRB as of Q3 2020.

  • Polar Capital held 2,587,500 shares of W.R. Berkley worth $70.3M as of Q3 2020.
  • Polar Capital left its W.R. Berkley share count unchanged in Q3 2020.
  • W.R. Berkley made up 0.52% of Polar Capital's portfolio in Q3 2020, its #58 holding.
  • Polar Capital first reported a position in W.R. Berkley in Q2 2013 and has held it in 30 quarters since.
  • Polar Capital's W.R. Berkley position peaked at $89.4M in Q3 2019.
  • 454 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.