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Scout Investments’s W.R. Berkley WRB Stock Holding History

Scout Investments’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
2021
Q1 		– Sell
-331,643
Closed -$9.79M – 334
2020
Q4 		$9.79M Sell
331,643
-18,295
-5% -$528K 0.18% 203
2020
Q3 		$9.51M Buy
349,938
+650
+0.2% +$17.8K 0.21% 174
2020
Q2 		$8.89M Sell
349,288
-83,149
-19% -$2.04M 0.21% 166
2020
Q1 		$10M Sell
432,437
-262,365
-38% -$7.81M 0.3% 126
2019
Q4 		$21.3M Sell
694,802
-494,800
-42% -$15.3M 0.41% 84
2019
Q3 		$38.2M Sell
1,189,602
-292,133
-20% -$9.13M 0.76% 34
2019
Q2 		$43.4M Sell
1,481,735
-35,598
-2% -$974K 0.84% 28
2019
Q1 		$38.1M Sell
1,517,333
-557,614
-27% -$13.1M 0.78% 29
2018
Q4 		$45.4M Buy
2,074,947
+396,026
+24% +$8.9M 1.14% 20
2018
Q3 		$39.8M Buy
1,678,921
+586,872
+54% +$13.3M 0.82% 18
2018
Q2 		$23.4M Buy
1,092,049
+287,388
+36% +$6.39M 0.53% 59
2018
Q1 		$17.3M Buy
+804,661
New +$16.8M 0.42% 91

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Scout Investments's WRB Position: Q1 2021 in Review

Scout Investments sold out of W.R. Berkley (WRB) in Q1 2021, closing a stake of 331,643 shares — an estimated $9.79M sold.

Scout Investments first reported a position in WRB in Q1 2018 and held it in 12 quarters. The position peaked at $45.4M in Q4 2018. 506 funds tracked by Wall St. Rank hold WRB as of Q1 2021.

  • Scout Investments reported no remaining W.R. Berkley position as of Q1 2021 after selling out during the quarter.
  • Scout Investments sold 331,643 W.R. Berkley shares in Q1 2021, an estimated $9.79M.
  • Scout Investments first reported a position in W.R. Berkley in Q1 2018 and held it in 12 quarters.
  • Scout Investments's W.R. Berkley position peaked at $45.4M in Q4 2018.
  • 506 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2021.

Based on Scout Investments's 13F filing for Q1 2021, filed 9 Apr 2021.