Ruggie Capital Group’s W.R. Berkley WRB Stock Holding History

Ruggie Capital 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
2019 Q3	–	Sell	-212	Closed	-$6K	–	284
2019 Q2	$6K	Buy	+212	New	+$5.8K	0.01%	145

Other funds holding WRB

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ruggie Capital Group's WRB Position: Q3 2019 in Review

Ruggie Capital Group sold out of W.R. Berkley (WRB) in Q3 2019, closing a stake of 212 shares — an estimated $6K sold.

Ruggie Capital Group first reported a position in WRB in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 441 funds tracked by Wall St. Rank hold WRB as of Q3 2019.

Ruggie Capital Group reported no remaining W.R. Berkley position as of Q3 2019 after selling out during the quarter.
Ruggie Capital Group sold 212 W.R. Berkley shares in Q3 2019, an estimated $6K.
Ruggie Capital Group first reported a position in W.R. Berkley in Q2 2019 and held it in 1 quarter.
Ruggie Capital Group's W.R. Berkley position peaked at $6K in Q2 2019.
441 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2019.

Based on Ruggie Capital Group's 13F filing for Q3 2019, filed 6 Nov 2019.