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Retirement Group’s W.R. Berkley WRB Stock Holding History

Retirement 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
2022
Q3 		– Sell
-147
Closed -$7K – 816
2022
Q2 		$7K Hold
147
– – ﹤0.01% 499
2022
Q1 		$7K Sell
147
-2
-1% -$80 ﹤0.01% 518
2021
Q4 		$5K Hold
149
– – ﹤0.01% 538
2021
Q3 		$5K Hold
149
– – ﹤0.01% 458
2021
Q2 		$5K Hold
149
– – ﹤0.01% 503
2021
Q1 		$5K Sell
149
-76
-34% -$2.34K ﹤0.01% 567
2020
Q4 		$6K Buy
+225
New +$6.49K ﹤0.01% 492
2020
Q3 		– Sell
-225
Closed -$6K – 728
2020
Q2 		$6K Buy
+225
New +$5.52K ﹤0.01% 446

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Retirement Group's WRB Position: Q3 2022 in Review

Retirement Group sold out of W.R. Berkley (WRB) in Q3 2022, closing a stake of 147 shares — an estimated $7K sold.

Retirement Group first reported a position in WRB in Q2 2020 and held it in 8 quarters. The position peaked at $7K in Q2 2022. 667 funds tracked by Wall St. Rank hold WRB as of Q3 2022.

  • Retirement Group reported no remaining W.R. Berkley position as of Q3 2022 after selling out during the quarter.
  • Retirement Group sold 147 W.R. Berkley shares in Q3 2022, an estimated $7K.
  • Retirement Group first reported a position in W.R. Berkley in Q2 2020 and held it in 8 quarters.
  • Retirement Group's W.R. Berkley position peaked at $7K in Q2 2022.
  • 667 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.