Psagot Value Holdings’s W.R. Berkley WRB Stock Holding History

Psagot Value Holdings’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 Q2	–	Sell	-53	Closed	-$3K	–	125
2024 Q1	$3K	Hold	53	–	–	0.03%	99
2023 Q4	$2K	Hold	53	–	–	﹤0.01%	490
2023 Q3	$2K	Buy	+53	New	+$2.2K	﹤0.01%	476

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Psagot Value Holdings's WRB Position: Q2 2024 in Review

Psagot Value Holdings sold out of W.R. Berkley (WRB) in Q2 2024, closing a stake of 53 shares — an estimated $3K sold.

Psagot Value Holdings first reported a position in WRB in Q3 2023 and held it in 3 quarters. The position peaked at $3K in Q1 2024. 754 funds tracked by Wall St. Rank hold WRB as of Q2 2024.

Psagot Value Holdings reported no remaining W.R. Berkley position as of Q2 2024 after selling out during the quarter.
Psagot Value Holdings sold 53 W.R. Berkley shares in Q2 2024, an estimated $3K.
Psagot Value Holdings first reported a position in W.R. Berkley in Q3 2023 and held it in 3 quarters.
Psagot Value Holdings's W.R. Berkley position peaked at $3K in Q1 2024.
754 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2024.

Based on Psagot Value Holdings's 13F filing for Q2 2024.