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Tradition Wealth Management’s W.R. Berkley WRB Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-1,647
Closed -$78K – 1192
2023
Q4 		$78K Buy
1,647
+4
+0.2% +$182 0.01% 532
2023
Q3 		$70K Buy
1,643
+3
+0.2% +$124 0.01% 531
2023
Q2 		$65K Buy
1,640
+8
+0.5% +$315 0.01% 561
2023
Q1 		$68K Sell
1,632
-5
-0.3% -$224 0.01% 538
2022
Q4 		$79K Buy
1,637
+8
+0.5% +$386 0.01% 426
2022
Q3 		$70K Buy
+1,629
New +$70.7K 0.01% 434

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tradition Wealth Management's WRB Position: Q1 2024 in Review

Tradition Wealth Management sold out of W.R. Berkley (WRB) in Q1 2024, closing a stake of 1,647 shares — an estimated $78K sold.

Tradition Wealth Management first reported a position in WRB in Q3 2022 and held it in 6 quarters. The position peaked at $79K in Q4 2022. 773 funds tracked by Wall St. Rank hold WRB as of Q1 2024.

  • Tradition Wealth Management reported no remaining W.R. Berkley position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,647 W.R. Berkley shares in Q1 2024, an estimated $78K.
  • Tradition Wealth Management first reported a position in W.R. Berkley in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's W.R. Berkley position peaked at $79K in Q4 2022.
  • 773 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.