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Teamwork Financial Advisors’s W.R. Berkley WRB Stock Holding History

Teamwork Financial 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
2022
Q4 		– Sell
-11,664
Closed -$502K – 223
2022
Q3 		$502K Sell
11,664
-67,494
-85% -$2.93M 0.11% 114
2022
Q2 		$3.6M Sell
79,158
-8,274
-9% -$376K 0.79% 24
2022
Q1 		$3.88M Buy
87,432
+57,309
+190% +$2.29M 0.72% 23
2021
Q4 		$1.1M Buy
+30,123
New +$1.07M 0.2% 107

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Teamwork Financial Advisors's WRB Position: Q4 2022 in Review

Teamwork Financial Advisors sold out of W.R. Berkley (WRB) in Q4 2022, closing a stake of 11,664 shares — an estimated $502K sold.

Teamwork Financial Advisors first reported a position in WRB in Q4 2021 and held it in 4 quarters. The position peaked at $3.88M in Q1 2022. 714 funds tracked by Wall St. Rank hold WRB as of Q4 2022.

  • Teamwork Financial Advisors reported no remaining W.R. Berkley position as of Q4 2022 after selling out during the quarter.
  • Teamwork Financial Advisors sold 11,664 W.R. Berkley shares in Q4 2022, an estimated $502K.
  • Teamwork Financial Advisors first reported a position in W.R. Berkley in Q4 2021 and held it in 4 quarters.
  • Teamwork Financial Advisors's W.R. Berkley position peaked at $3.88M in Q1 2022.
  • 714 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2022.

Based on Teamwork Financial Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.