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

Urban 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
2020 Q4	$359K	Buy	+12,173	New	+$351K	0.3%	75

Other funds holding WRB

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Urban Wealth Management's WRB Position: Q4 2020 in Review

Urban Wealth Management opened a new position in W.R. Berkley (WRB) in Q4 2020: 12,173 shares worth $359K. The stake represents 0.3% of the portfolio and ranks #75 among its holdings.

504 funds tracked by Wall St. Rank hold WRB as of Q4 2020.

Urban Wealth Management held 12,173 shares of W.R. Berkley worth $359K as of Q4 2020.
W.R. Berkley was a new Urban Wealth Management position in Q4 2020.
W.R. Berkley made up 0.3% of Urban Wealth Management's portfolio in Q4 2020, its #75 holding.
504 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2020.

Based on Urban Wealth Management's 13F filing for Q4 2020, filed 17 Feb 2021.