TWA
WRB icon

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

TCI 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
Q2 		– Sell
-14
Closed -$561 – 2251
2023
Q1 		$561 Sell
14
-7
-33% -$313 ﹤0.01% 2200
2022
Q4 		$1.02K Buy
21
+1
+5% +$48 ﹤0.01% 2112
2022
Q3 		$1K Sell
20
-280
-93% -$12.2K ﹤0.01% 2185
2022
Q2 		$14K Buy
+300
New +$13.6K ﹤0.01% 826

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

TCI Wealth Advisors's WRB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of W.R. Berkley (WRB) in Q2 2023, closing a stake of 14 shares — an estimated $561 sold.

TCI Wealth Advisors first reported a position in WRB in Q2 2022 and held it in 4 quarters. The position peaked at $14K in Q2 2022. 658 funds tracked by Wall St. Rank hold WRB as of Q2 2023.

  • TCI Wealth Advisors reported no remaining W.R. Berkley position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 14 W.R. Berkley shares in Q2 2023, an estimated $561.
  • TCI Wealth Advisors first reported a position in W.R. Berkley in Q2 2022 and held it in 4 quarters.
  • TCI Wealth Advisors's W.R. Berkley position peaked at $14K in Q2 2022.
  • 658 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.