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Polaris Wealth Advisory Group’s W.R. Berkley WRB Stock Holding History

Polaris Wealth Advisory Group’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
Q1 		– Sell
-319,892
Closed -$15.6M – 188
2022
Q4 		$15.6M Buy
319,892
+2,592
+0.8% +$125K 1.16% 30
2022
Q3 		$14.3M Buy
+317,300
New +$13.8M 1.19% 28

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Polaris Wealth Advisory Group's WRB Position: Q1 2023 in Review

Polaris Wealth Advisory Group sold out of W.R. Berkley (WRB) in Q1 2023, closing a stake of 319,892 shares — an estimated $15.6M sold.

Polaris Wealth Advisory Group first reported a position in WRB in Q3 2022 and held it in 2 quarters. The position peaked at $15.6M in Q4 2022. 692 funds tracked by Wall St. Rank hold WRB as of Q1 2023.

  • Polaris Wealth Advisory Group reported no remaining W.R. Berkley position as of Q1 2023 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 319,892 W.R. Berkley shares in Q1 2023, an estimated $15.6M.
  • Polaris Wealth Advisory Group first reported a position in W.R. Berkley in Q3 2022 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's W.R. Berkley position peaked at $15.6M in Q4 2022.
  • 692 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2023, filed 3 May 2023.