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

SkyView 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
Q4 		– Sell
-78
Closed -$3K – 491
2023
Q3 		$3K Hold
78
– – ﹤0.01% 455
2023
Q2 		$3K Buy
78
+40
+105% +$1.57K ﹤0.01% 567
2023
Q1 		$2K Buy
+38
New +$1.7K ﹤0.01% 574

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SkyView Investment Advisors's WRB Position: Q4 2023 in Review

SkyView Investment Advisors sold out of W.R. Berkley (WRB) in Q4 2023, closing a stake of 78 shares — an estimated $3K sold.

SkyView Investment Advisors first reported a position in WRB in Q1 2023 and held it in 3 quarters. The position peaked at $3K in Q3 2023. 726 funds tracked by Wall St. Rank hold WRB as of Q4 2023.

  • SkyView Investment Advisors reported no remaining W.R. Berkley position as of Q4 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 78 W.R. Berkley shares in Q4 2023, an estimated $3K.
  • SkyView Investment Advisors first reported a position in W.R. Berkley in Q1 2023 and held it in 3 quarters.
  • SkyView Investment Advisors's W.R. Berkley position peaked at $3K in Q3 2023.
  • 726 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2023.

Based on SkyView Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.