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US Financial Advisors’s W.R. Berkley WRB Stock Holding History

US Financial Advisors’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
2021
Q2 		– Sell
-10,427
Closed -$349K – 136
2021
Q1 		$349K Hold
10,427
– – 0.1% 103
2020
Q4 		$308K Buy
+10,427
New +$301K 0.09% 92

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Financial Advisors's WRB Position: Q2 2021 in Review

US Financial Advisors sold out of W.R. Berkley (WRB) in Q2 2021, closing a stake of 10,427 shares — an estimated $349K sold.

US Financial Advisors first reported a position in WRB in Q4 2020 and held it in 2 quarters. The position peaked at $349K in Q1 2021. 524 funds tracked by Wall St. Rank hold WRB as of Q2 2021.

  • US Financial Advisors reported no remaining W.R. Berkley position as of Q2 2021 after selling out during the quarter.
  • US Financial Advisors sold 10,427 W.R. Berkley shares in Q2 2021, an estimated $349K.
  • US Financial Advisors first reported a position in W.R. Berkley in Q4 2020 and held it in 2 quarters.
  • US Financial Advisors's W.R. Berkley position peaked at $349K in Q1 2021.
  • 524 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.