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Richard Bernstein Advisors’s W.R. Berkley WRB Stock Holding History

Richard Bernstein 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
2018
Q2 		– Sell
-19,292
Closed -$416K – 366
2018
Q1 		$416K Hold
19,292
– – 0.01% 277
2017
Q4 		$410K Buy
+19,292
New +$394K 0.02% 242

Other funds holding WRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Richard Bernstein Advisors's WRB Position: Q2 2018 in Review

Richard Bernstein Advisors sold out of W.R. Berkley (WRB) in Q2 2018, closing a stake of 19,292 shares — an estimated $416K sold.

Richard Bernstein Advisors first reported a position in WRB in Q4 2017 and held it in 2 quarters. The position peaked at $416K in Q1 2018. 383 funds tracked by Wall St. Rank hold WRB as of Q2 2018.

  • Richard Bernstein Advisors reported no remaining W.R. Berkley position as of Q2 2018 after selling out during the quarter.
  • Richard Bernstein Advisors sold 19,292 W.R. Berkley shares in Q2 2018, an estimated $416K.
  • Richard Bernstein Advisors first reported a position in W.R. Berkley in Q4 2017 and held it in 2 quarters.
  • Richard Bernstein Advisors's W.R. Berkley position peaked at $416K in Q1 2018.
  • 383 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2018.

Based on Richard Bernstein Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.