RIA
WRB icon

RPG Investment Advisory’s W.R. Berkley WRB Stock Holding History

RPG Investment Advisory’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
Q1 		– Sell
-61
Closed -$1K – 455
2017
Q4 		$1K Hold
61
– – ﹤0.01% 457
2017
Q3 		$1K Buy
+61
New +$1.22K ﹤0.01% 390

Other funds holding WRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $60.8B AUM 26.63% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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 $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

RPG Investment Advisory's WRB Position: Q1 2018 in Review

RPG Investment Advisory sold out of W.R. Berkley (WRB) in Q1 2018, closing a stake of 61 shares — an estimated $1K sold.

RPG Investment Advisory first reported a position in WRB in Q3 2017 and held it in 2 quarters. The position peaked at $1K in Q4 2017. 392 funds tracked by Wall St. Rank hold WRB as of Q1 2018.

  • RPG Investment Advisory reported no remaining W.R. Berkley position as of Q1 2018 after selling out during the quarter.
  • RPG Investment Advisory sold 61 W.R. Berkley shares in Q1 2018, an estimated $1K.
  • RPG Investment Advisory first reported a position in W.R. Berkley in Q3 2017 and held it in 2 quarters.
  • RPG Investment Advisory's W.R. Berkley position peaked at $1K in Q4 2017.
  • 392 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2018.

Based on RPG Investment Advisory's 13F filing for Q1 2018, filed 15 May 2018.