SC
XL

SRB Corp’s XL Group Ltd. XL Stock Holding History

SRB Corp’s Portfolio XL Stock Details XL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,047
Closed -$160K – 196
2017
Q3 		$160K Sell
4,047
-247
-6% -$10.5K 0.02% 171
2017
Q2 		$188K Buy
+4,294
New +$181K 0.03% 95
2017
Q1 		– Sell
-4,689
Closed -$175K – 191
2016
Q4 		$175K Hold
4,689
– – 0.02% 94
2016
Q3 		$158K Buy
4,689
+627
+15% +$21.1K 0.02% 89
2016
Q2 		$135K Hold
4,062
– – 0.02% 145
2016
Q1 		$149K Buy
+4,062
New +$144K 0.02% 99
2014
Q4 		– Sell
-4,148
Closed -$138K – 212
2014
Q3 		$138K Buy
+4,148
New +$138K 0.02% 99

Other funds holding XL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

SRB Corp's XL Position: Q4 2017 in Review

SRB Corp sold out of XL Group Ltd. (XL) in Q4 2017, closing a stake of 4,047 shares — an estimated $160K sold.

SRB Corp first reported a position in XL in Q3 2014 and held it in 7 quarters. The position peaked at $188K in Q2 2017. 378 funds tracked by Wall St. Rank hold XL as of Q4 2017.

  • SRB Corp reported no remaining XL Group Ltd. position as of Q4 2017 after selling out during the quarter.
  • SRB Corp sold 4,047 XL Group Ltd. shares in Q4 2017, an estimated $160K.
  • SRB Corp first reported a position in XL Group Ltd. in Q3 2014 and held it in 7 quarters.
  • SRB Corp's XL Group Ltd. position peaked at $188K in Q2 2017.
  • 378 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2017.

Based on SRB Corp's 13F filing for Q4 2017, filed 14 Feb 2018.