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Spartan Planning & Wealth Management’s W.R. Berkley WRB Stock Holding History

Spartan Planning & Wealth Management’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
2022
Q4 		$7.18K Hold
149
– – 0.01% 120
2022
Q3 		$6K Sell
149
-148
-50% -$6.42K 0.01% 59
2022
Q2 		$14K Hold
297
– – 0.02% 70
2022
Q1 		$13K Buy
+297
New +$11.8K 0.02% 107

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Spartan Planning & Wealth Management's WRB Position: Q4 2022 in Review

Spartan Planning & Wealth Management held its W.R. Berkley (WRB) position steady in Q4 2022 at 149 shares worth $7.18K. The position accounts for 0.01% of the portfolio, ranked #120.

Spartan Planning & Wealth Management first reported a position in WRB in Q1 2022 and has held it in 4 quarters since. The position peaked at $14K in Q2 2022. 715 funds tracked by Wall St. Rank hold WRB as of Q4 2022.

  • Spartan Planning & Wealth Management held 149 shares of W.R. Berkley worth $7.18K as of Q4 2022.
  • Spartan Planning & Wealth Management left its W.R. Berkley share count unchanged in Q4 2022.
  • W.R. Berkley made up 0.01% of Spartan Planning & Wealth Management's portfolio in Q4 2022, its #120 holding.
  • Spartan Planning & Wealth Management first reported a position in W.R. Berkley in Q1 2022 and has held it in 4 quarters since.
  • Spartan Planning & Wealth Management's W.R. Berkley position peaked at $14K in Q2 2022.
  • 715 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.