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Security National Trust’s W.R. Berkley WRB Stock Holding History

Security National Trust’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
2020
Q2 		– Sell
-1,026
Closed -$24K – 482
2020
Q1 		$24K Hold
1,026
– – 0.01% 295
2019
Q4 		$32K Buy
+1,026
New +$31.7K 0.01% 285

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Security National Trust's WRB Position: Q2 2020 in Review

Security National Trust sold out of W.R. Berkley (WRB) in Q2 2020, closing a stake of 1,026 shares — an estimated $24K sold.

Security National Trust first reported a position in WRB in Q4 2019 and held it in 2 quarters. The position peaked at $32K in Q4 2019. 448 funds tracked by Wall St. Rank hold WRB as of Q2 2020.

  • Security National Trust reported no remaining W.R. Berkley position as of Q2 2020 after selling out during the quarter.
  • Security National Trust sold 1,026 W.R. Berkley shares in Q2 2020, an estimated $24K.
  • Security National Trust first reported a position in W.R. Berkley in Q4 2019 and held it in 2 quarters.
  • Security National Trust's W.R. Berkley position peaked at $32K in Q4 2019.
  • 448 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.