Tyler-Stone Wealth Management’s W.R. Berkley WRB Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-120	Closed	-$6.29K	–	954
2024 Q2	$6.29K	Sell	120 -9	-7%	-$482	﹤0.01%	719
2024 Q1	$7.61K	Hold	129	–	–	﹤0.01%	693
2023 Q4	$6.08K	Hold	129	–	–	﹤0.01%	703
2023 Q3	$5K	Hold	129	–	–	﹤0.01%	726
2023 Q2	$5K	Buy	+129	New	+$5.07K	﹤0.01%	716

Other funds holding WRB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tyler-Stone Wealth Management's WRB Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of W.R. Berkley (WRB) in Q3 2024, closing a stake of 120 shares — an estimated $6.29K sold.

Tyler-Stone Wealth Management first reported a position in WRB in Q2 2023 and held it in 5 quarters. The position peaked at $7.61K in Q1 2024. 798 funds tracked by Wall St. Rank hold WRB as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining W.R. Berkley position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 120 W.R. Berkley shares in Q3 2024, an estimated $6.29K.
Tyler-Stone Wealth Management first reported a position in W.R. Berkley in Q2 2023 and held it in 5 quarters.
Tyler-Stone Wealth Management's W.R. Berkley position peaked at $7.61K in Q1 2024.
798 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.