Price Wealth’s W.R. Berkley WRB Stock Holding History

Price Wealth’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 Q2	–	Sell	-43	Closed	-$1K	–	576
2020 Q1	$1K	Hold	43	–	–	﹤0.01%	391
2019 Q4	$1K	Buy	+43	New	+$1.33K	﹤0.01%	384

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Price Wealth's WRB Position: Q2 2020 in Review

Price Wealth sold out of W.R. Berkley (WRB) in Q2 2020, closing a stake of 43 shares — an estimated $1K sold.

Price Wealth first reported a position in WRB in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 447 funds tracked by Wall St. Rank hold WRB as of Q2 2020.

Price Wealth reported no remaining W.R. Berkley position as of Q2 2020 after selling out during the quarter.
Price Wealth sold 43 W.R. Berkley shares in Q2 2020, an estimated $1K.
Price Wealth first reported a position in W.R. Berkley in Q4 2019 and held it in 2 quarters.
Price Wealth's W.R. Berkley position peaked at $1K in Q1 2020.
447 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2020.

Based on Price Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.