Rational Advisors’s W.R. Berkley WRB Stock Holding History

Rational 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
2020 Q4	–	Sell	-36	Closed	-$1K	–	609
2020 Q3	$1K	Buy	+36	New	+$987	﹤0.01%	578
2016 Q4	–	Sell	-5,063	Closed	-$87K	–	314
2016 Q3	$87K	Hold	5,063	–	–	0.06%	260
2016 Q2	$90K	Buy	+5,063	New	+$84.2K	0.06%	175
2013 Q4	$93K	Sell	7,260 -945	-12%	-$12.1K	0.01%	636
2013 Q3	$104K	Sell	8,205 -121	-1%	-$1.52K	0.01%	646
2013 Q2	$101K	Buy	+8,326	New	+$105K	0.01%	643

Other funds holding WRB

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rational Advisors's WRB Position: Q4 2020 in Review

Rational Advisors sold out of W.R. Berkley (WRB) in Q4 2020, closing a stake of 36 shares — an estimated $1K sold.

Rational Advisors first reported a position in WRB in Q2 2013 and held it in 6 quarters. The position peaked at $104K in Q3 2013. 505 funds tracked by Wall St. Rank hold WRB as of Q4 2020.

Rational Advisors reported no remaining W.R. Berkley position as of Q4 2020 after selling out during the quarter.
Rational Advisors sold 36 W.R. Berkley shares in Q4 2020, an estimated $1K.
Rational Advisors first reported a position in W.R. Berkley in Q2 2013 and held it in 6 quarters.
Rational Advisors's W.R. Berkley position peaked at $104K in Q3 2013.
505 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.