TCTC Holdings’s W.R. Berkley WRB Stock Holding History

TCTC Holdings’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	-300	Closed	-$12.5K	–	479
2023 Q1	$12.5K	Buy	+300	New	+$13.4K	﹤0.01%	374

Other funds holding WRB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

TCTC Holdings's WRB Position: Q2 2023 in Review

TCTC Holdings sold out of W.R. Berkley (WRB) in Q2 2023, closing a stake of 300 shares — an estimated $12.5K sold.

TCTC Holdings first reported a position in WRB in Q1 2023 and held it in 1 quarter. The position peaked at $12.5K in Q1 2023. 658 funds tracked by Wall St. Rank hold WRB as of Q2 2023.

TCTC Holdings reported no remaining W.R. Berkley position as of Q2 2023 after selling out during the quarter.
TCTC Holdings sold 300 W.R. Berkley shares in Q2 2023, an estimated $12.5K.
TCTC Holdings first reported a position in W.R. Berkley in Q1 2023 and held it in 1 quarter.
TCTC Holdings's W.R. Berkley position peaked at $12.5K in Q1 2023.
658 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2023.

Based on TCTC Holdings's 13F filing for Q2 2023, filed 10 Aug 2023.