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TFO Wealth Partners’s W.R. Berkley WRB Stock Holding History

TFO Wealth Partners’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
-12
Closed -$708 – 755
2024
Q1 		$708 Hold
12
– – ﹤0.01% 204
2023
Q4 		$566 Hold
12
– – ﹤0.01% 304
2023
Q3 		$476 Hold
12
– – ﹤0.01% 469
2023
Q2 		$476 Hold
12
– – ﹤0.01% 292
2023
Q1 		$498 Buy
12
+7
+140% +$313 ﹤0.01% 246
2022
Q4 		$77 Buy
+5
New +$241 ﹤0.01% 821
2022
Q3 		– Sell
-20
Closed -$1K – 504
2022
Q2 		$1K Buy
+20
New +$909 ﹤0.01% 481

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

TFO Wealth Partners's WRB Position: Q2 2024 in Review

TFO Wealth Partners sold out of W.R. Berkley (WRB) in Q2 2024, closing a stake of 12 shares — an estimated $708 sold.

TFO Wealth Partners first reported a position in WRB in Q2 2022 and held it in 7 quarters. The position peaked at $1K in Q2 2022. 757 funds tracked by Wall St. Rank hold WRB as of Q2 2024.

  • TFO Wealth Partners reported no remaining W.R. Berkley position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 12 W.R. Berkley shares in Q2 2024, an estimated $708.
  • TFO Wealth Partners first reported a position in W.R. Berkley in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's W.R. Berkley position peaked at $1K in Q2 2022.
  • 757 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.