Riverview Trust Company’s W.R. Berkley WRB Stock Holding History

Riverview Trust Company’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	-360	Closed	-$18.9K	–	855
2024 Q2	$18.9K	Hold	360	–	–	0.02%	462
2024 Q1	$21.2K	Buy	+360	New	+$19.5K	0.02%	450
2023 Q4	–	Sell	-360	Closed	-$15.2K	–	641
2023 Q3	$15.2K	Hold	360	–	–	0.01%	523
2023 Q2	$14.3K	Hold	360	–	–	0.01%	558
2023 Q1	$14.9K	Hold	360	–	–	0.01%	474
2022 Q4	$17K	Hold	360	–	–	0.02%	383
2022 Q3	$15K	Hold	360	–	–	0.01%	445
2022 Q2	$16K	Hold	360	–	–	0.01%	462
2022 Q1	$16K	Buy	+360	New	+$14.4K	0.01%	595

Other funds holding WRB

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Janus Henderson Group London $209B AUM 37.72% 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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Riverview Trust Company's WRB Position: Q3 2024 in Review

Riverview Trust Company sold out of W.R. Berkley (WRB) in Q3 2024, closing a stake of 360 shares — an estimated $18.9K sold.

Riverview Trust Company first reported a position in WRB in Q1 2022 and held it in 9 quarters. The position peaked at $21.2K in Q1 2024. 798 funds tracked by Wall St. Rank hold WRB as of Q3 2024.

Riverview Trust Company reported no remaining W.R. Berkley position as of Q3 2024 after selling out during the quarter.
Riverview Trust Company sold 360 W.R. Berkley shares in Q3 2024, an estimated $18.9K.
Riverview Trust Company first reported a position in W.R. Berkley in Q1 2022 and held it in 9 quarters.
Riverview Trust Company's W.R. Berkley position peaked at $21.2K in Q1 2024.
798 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2024.

Based on Riverview Trust Company's 13F filing for Q3 2024, filed 18 Oct 2024.