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Reilly Financial Advisors’s W.R. Berkley WRB Stock Holding History

Reilly Financial 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
Q2 		– Sell
-106
Closed -$2K – 969
2020
Q1 		$2K Hold
106
– – ﹤0.01% 811
2019
Q4 		$3K Buy
+106
New +$3.27K ﹤0.01% 794
2016
Q4 		– Sell
-354
Closed -$6K – 910
2016
Q3 		$6K Hold
354
– – ﹤0.01% 622
2016
Q2 		$6K Sell
354
-335
-49% -$5.57K ﹤0.01% 581
2016
Q1 		$11K Buy
689
+335
+95% +$5.15K ﹤0.01% 744
2015
Q4 		$6K Sell
354
-338
-49% -$5.52K ﹤0.01% 900
2015
Q3 		$11K Hold
692
– – ﹤0.01% 763
2015
Q2 		$11K Sell
692
-1,114
-62% -$16.6K ﹤0.01% 839
2015
Q1 		$27K Buy
+1,806
New +$26.8K ﹤0.01% 580
2014
Q2 		– Sell
-1,411
Closed -$17K – 889
2014
Q1 		$17K Hold
1,411
– – ﹤0.01% 469
2013
Q4 		$18K Buy
+1,411
New +$18.1K ﹤0.01% 427

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return