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Sound View Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Sound View Wealth 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
2019
Q1 		$1.16M Hold
46,065
– – 0.36% 78
2018
Q4 		$1.01M Buy
+46,065
New +$1.04M 0.37% 78

Other funds holding WRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sound View Wealth Advisors's WRB Position: Q1 2019 in Review

Sound View Wealth Advisors held its W.R. Berkley (WRB) position steady in Q1 2019 at 46,065 shares worth $1.16M. The position accounts for 0.36% of the portfolio, ranked #78.

Sound View Wealth Advisors first reported a position in WRB in Q4 2018 and has held it in 2 quarters since. 400 funds tracked by Wall St. Rank hold WRB as of Q1 2019.

  • Sound View Wealth Advisors held 46,065 shares of W.R. Berkley worth $1.16M as of Q1 2019.
  • Sound View Wealth Advisors left its W.R. Berkley share count unchanged in Q1 2019.
  • W.R. Berkley made up 0.36% of Sound View Wealth Advisors's portfolio in Q1 2019, its #78 holding.
  • Sound View Wealth Advisors first reported a position in W.R. Berkley in Q4 2018 and has held it in 2 quarters since.
  • 400 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.