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RFP Financial Group’s W.R. Berkley WRB Stock Holding History

RFP Financial 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
2024
Q3 		– Sell
-20
Closed -$1.02K – 807
2024
Q2 		$1.02K Sell
20
-55
-73% -$2.95K ﹤0.01% 804
2024
Q1 		$4.42K Hold
75
– – ﹤0.01% 553
2023
Q4 		$3.54K Hold
75
– – ﹤0.01% 600
2023
Q3 		$3.17K Hold
75
– – ﹤0.01% 573
2023
Q2 		$2.98K Hold
75
– – ﹤0.01% 628
2023
Q1 		$3.11K Hold
75
– – ﹤0.01% 453
2022
Q4 		$3.63K Buy
+75
New +$3.62K ﹤0.01% 566

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RFP Financial Group's WRB Position: Q3 2024 in Review

RFP Financial Group sold out of W.R. Berkley (WRB) in Q3 2024, closing a stake of 20 shares — an estimated $1.02K sold.

RFP Financial Group first reported a position in WRB in Q4 2022 and held it in 7 quarters. The position peaked at $4.42K in Q1 2024. 798 funds tracked by Wall St. Rank hold WRB as of Q3 2024.

  • RFP Financial Group reported no remaining W.R. Berkley position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 20 W.R. Berkley shares in Q3 2024, an estimated $1.02K.
  • RFP Financial Group first reported a position in W.R. Berkley in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's W.R. Berkley position peaked at $4.42K in Q1 2024.
  • 798 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.