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Simon Quick Advisors’s W.R. Berkley WRB Stock Holding History

Simon Quick 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
2020
Q1 		– Sell
-61
Closed -$2K – 720
2019
Q4 		$2K Buy
+61
New +$1.88K ﹤0.01% 624
2018
Q1 		– Sell
-3,122
Closed -$68K – 424
2017
Q4 		$68K Sell
3,122
-5,737
-65% -$117K 0.03% 191
2017
Q3 		$175K Buy
+8,859
New +$177K 0.06% 143

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 $3.37T AUM 44.26% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Simon Quick Advisors's WRB Position: Q1 2020 in Review

Simon Quick Advisors sold out of W.R. Berkley (WRB) in Q1 2020, closing a stake of 61 shares — an estimated $2K sold.

Simon Quick Advisors first reported a position in WRB in Q3 2017 and held it in 3 quarters. The position peaked at $175K in Q3 2017. 446 funds tracked by Wall St. Rank hold WRB as of Q1 2020.

  • Simon Quick Advisors reported no remaining W.R. Berkley position as of Q1 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 61 W.R. Berkley shares in Q1 2020, an estimated $2K.
  • Simon Quick Advisors first reported a position in W.R. Berkley in Q3 2017 and held it in 3 quarters.
  • Simon Quick Advisors's W.R. Berkley position peaked at $175K in Q3 2017.
  • 446 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2020.

Based on Simon Quick Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.