VCG
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Vantage Consulting Group’s W.R. Berkley WRB Stock Holding History

Vantage Consulting Group’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
2022
Q4 		– Sell
-4,839
Closed -$208K – 229
2022
Q3 		$208K Buy
4,839
+354
+8% +$15.4K 0.12% 183
2022
Q2 		$204K Sell
4,485
-161
-3% -$7.32K 0.11% 192
2022
Q1 		$206K Sell
4,646
-1,497
-24% -$59.7K 0.08% 205
2021
Q4 		$225K Sell
6,143
-360
-6% -$12.8K 0.06% 201
2021
Q3 		$211K Buy
6,503
+435
+7% +$14.3K 0.05% 181
2021
Q2 		$201K Buy
+6,068
New +$210K 0.04% 199
2021
Q1 		– Sell
-3,269
Closed -$97K – 1589
2020
Q4 		$97K Buy
+3,269
New +$94.3K 0.01% 195

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vantage Consulting Group's WRB Position: Q4 2022 in Review

Vantage Consulting Group sold out of W.R. Berkley (WRB) in Q4 2022, closing a stake of 4,839 shares — an estimated $208K sold.

Vantage Consulting Group first reported a position in WRB in Q4 2020 and held it in 7 quarters. The position peaked at $225K in Q4 2021. 715 funds tracked by Wall St. Rank hold WRB as of Q4 2022.

  • Vantage Consulting Group reported no remaining W.R. Berkley position as of Q4 2022 after selling out during the quarter.
  • Vantage Consulting Group sold 4,839 W.R. Berkley shares in Q4 2022, an estimated $208K.
  • Vantage Consulting Group first reported a position in W.R. Berkley in Q4 2020 and held it in 7 quarters.
  • Vantage Consulting Group's W.R. Berkley position peaked at $225K in Q4 2021.
  • 715 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2022.

Based on Vantage Consulting Group's 13F filing for Q4 2022, filed 13 Feb 2023.