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

Triad 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 Q3	–	Sell	-38	Closed	-$1.97K	–	951
2024 Q2	$1.97K	Buy	+38	New	+$2.04K	﹤0.01%	762

Other funds holding WRB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Triad Wealth Partners's WRB Position: Q3 2024 in Review

Triad Wealth Partners sold out of W.R. Berkley (WRB) in Q3 2024, closing a stake of 38 shares — an estimated $1.97K sold.

Triad Wealth Partners first reported a position in WRB in Q2 2024 and held it in 1 quarter. The position peaked at $1.97K in Q2 2024. 795 funds tracked by Wall St. Rank hold WRB as of Q3 2024.

Triad Wealth Partners reported no remaining W.R. Berkley position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 38 W.R. Berkley shares in Q3 2024, an estimated $1.97K.
Triad Wealth Partners first reported a position in W.R. Berkley in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's W.R. Berkley position peaked at $1.97K in Q2 2024.
795 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.