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Steward Financial Group’s W.R. Berkley WRB Stock Holding History

Steward Financial Group’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
Q3 		$6K Buy
+153
New +$6.34K ﹤0.01% 578
2023
Q2 		– Sell
-177
Closed -$7K – 1012
2023
Q1 		$7K Buy
177
+91
+106% +$4.07K ﹤0.01% 261
2022
Q4 		$4K Buy
+86
New +$4.15K ﹤0.01% 234
2022
Q3 		– Sell
-117
Closed -$5K – 1337
2022
Q2 		$5K Buy
+117
New +$5.32K ﹤0.01% 355

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 $3.37T AUM 44.26% 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

Steward Financial Group's WRB Position: Q3 2023 in Review

Steward Financial Group opened a new position in W.R. Berkley (WRB) in Q3 2023: 153 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #578 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WRB as recently as Q1 2023.

Steward Financial Group first reported a position in WRB in Q2 2022 and has held it in 4 quarters since. The position peaked at $7K in Q1 2023. 664 funds tracked by Wall St. Rank hold WRB as of Q3 2023.

  • Steward Financial Group held 153 shares of W.R. Berkley worth $6K as of Q3 2023.
  • W.R. Berkley was a new Steward Financial Group position in Q3 2023.
  • W.R. Berkley made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #578 holding.
  • Steward Financial Group first reported a position in W.R. Berkley in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's W.R. Berkley position peaked at $7K in Q1 2023.
  • 664 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.