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

Sutton 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
2023 Q3	$1.21K	Buy	+29	New	+$1.2K	﹤0.01%	780

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sutton Wealth Advisors's WRB Position: Q3 2023 in Review

Sutton Wealth Advisors opened a new position in W.R. Berkley (WRB) in Q3 2023: 29 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #780 among its holdings.

663 funds tracked by Wall St. Rank hold WRB as of Q3 2023.

Sutton Wealth Advisors held 29 shares of W.R. Berkley worth $1.21K as of Q3 2023.
W.R. Berkley was a new Sutton Wealth Advisors position in Q3 2023.
W.R. Berkley made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #780 holding.
663 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.