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Sheaff Brock Investment Advisors’s W.R. Berkley WRB Stock Holding History

Sheaff Brock Investment Advisors’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
2023
Q1 		– Sell
-6,200
Closed -$300K – 551
2022
Q4 		$300K Buy
+6,200
New +$299K 0.03% 338
2022
Q3 		– Sell
-4,500
Closed -$205K – 524
2022
Q2 		$205K Buy
+4,500
New +$205K 0.02% 415

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sheaff Brock Investment Advisors's WRB Position: Q1 2023 in Review

Sheaff Brock Investment Advisors sold out of W.R. Berkley (WRB) in Q1 2023, closing a stake of 6,200 shares — an estimated $300K sold.

Sheaff Brock Investment Advisors first reported a position in WRB in Q2 2022 and held it in 2 quarters. The position peaked at $300K in Q4 2022. 692 funds tracked by Wall St. Rank hold WRB as of Q1 2023.

  • Sheaff Brock Investment Advisors reported no remaining W.R. Berkley position as of Q1 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 6,200 W.R. Berkley shares in Q1 2023, an estimated $300K.
  • Sheaff Brock Investment Advisors first reported a position in W.R. Berkley in Q2 2022 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's W.R. Berkley position peaked at $300K in Q4 2022.
  • 692 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2023, filed 1 May 2023.