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

TriaGen 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
2023
Q1 		– Sell
-9,623
Closed -$466K – 189
2022
Q4 		$466K Buy
+9,623
New +$464K 0.26% 96

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TriaGen Wealth Management's WRB Position: Q1 2023 in Review

TriaGen Wealth Management sold out of W.R. Berkley (WRB) in Q1 2023, closing a stake of 9,623 shares — an estimated $466K sold.

TriaGen Wealth Management first reported a position in WRB in Q4 2022 and held it in 1 quarter. The position peaked at $466K in Q4 2022. 689 funds tracked by Wall St. Rank hold WRB as of Q1 2023.

  • TriaGen Wealth Management reported no remaining W.R. Berkley position as of Q1 2023 after selling out during the quarter.
  • TriaGen Wealth Management sold 9,623 W.R. Berkley shares in Q1 2023, an estimated $466K.
  • TriaGen Wealth Management first reported a position in W.R. Berkley in Q4 2022 and held it in 1 quarter.
  • TriaGen Wealth Management's W.R. Berkley position peaked at $466K in Q4 2022.
  • 689 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2023.

Based on TriaGen Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.