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SYSTM Wealth Solutions’s W.R. Berkley WRB Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-974
Closed -$57.4K – 975
2024
Q1 		$57.4K Sell
974
-27
-3% -$1.46K 0.01% 560
2023
Q4 		$47.1K Sell
1,001
-7,060
-88% -$322K 0.01% 595
2023
Q3 		$341K Buy
8,061
+1,876
+30% +$77.7K 0.05% 343
2023
Q2 		$246K Buy
+6,185
New +$243K 0.03% 419

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SYSTM Wealth Solutions's WRB Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of W.R. Berkley (WRB) in Q2 2024, closing a stake of 974 shares — an estimated $57.4K sold.

SYSTM Wealth Solutions first reported a position in WRB in Q2 2023 and held it in 4 quarters. The position peaked at $341K in Q3 2023. 754 funds tracked by Wall St. Rank hold WRB as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining W.R. Berkley position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 974 W.R. Berkley shares in Q2 2024, an estimated $57.4K.
  • SYSTM Wealth Solutions first reported a position in W.R. Berkley in Q2 2023 and held it in 4 quarters.
  • SYSTM Wealth Solutions's W.R. Berkley position peaked at $341K in Q3 2023.
  • 754 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.