V
WRB icon

Veritable’s W.R. Berkley WRB Stock Holding History

Veritable’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
Q3 		– Sell
-11,405
Closed -$453K – 836
2023
Q2 		$453K Sell
11,405
-582
-5% -$22.9K 0.01% 575
2023
Q1 		$498K Buy
11,987
+467
+4% +$20.9K 0.01% 538
2022
Q4 		$557K Buy
11,520
+280
+2% +$13.5K 0.01% 500
2022
Q3 		$484K Sell
11,240
-3
-0% -$130 0.01% 505
2022
Q2 		$512K Buy
11,243
+390
+4% +$17.7K 0.01% 535
2022
Q1 		$482K Buy
10,853
+3,851
+55% +$154K 0.01% 573
2021
Q4 		$256K Buy
7,002
+115
+2% +$4.08K ﹤0.01% 777
2021
Q3 		$224K Sell
6,887
-59
-0.8% -$1.95K ﹤0.01% 806
2021
Q2 		$230K Buy
6,946
+43
+0.6% +$1.49K ﹤0.01% 785
2021
Q1 		$231K Hold
6,903
– – ﹤0.01% 741
2020
Q4 		$204K Buy
+6,903
New +$199K ﹤0.01% 755
2019
Q4 		– Sell
-7,475
Closed -$240K – 836
2019
Q3 		$240K Hold
7,475
– – ﹤0.01% 717
2019
Q2 		$219K Sell
7,475
-2,093
-22% -$57.3K ﹤0.01% 741
2019
Q1 		$240K Hold
9,568
– – ﹤0.01% 707
2018
Q4 		$210K Buy
9,568
+125
+1% +$2.81K ﹤0.01% 719
2018
Q3 		$224K Hold
9,443
– – ﹤0.01% 743
2018
Q2 		$203K Hold
9,443
– – ﹤0.01% 760
2018
Q1 		$203K Sell
9,443
-729
-7% -$15.2K ﹤0.01% 757
2017
Q4 		$216K Buy
+10,172
New +$208K ﹤0.01% 743

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Veritable's WRB Position: Q3 2023 in Review

Veritable sold out of W.R. Berkley (WRB) in Q3 2023, closing a stake of 11,405 shares — an estimated $453K sold.

Veritable first reported a position in WRB in Q4 2017 and held it in 19 quarters. The position peaked at $557K in Q4 2022. 664 funds tracked by Wall St. Rank hold WRB as of Q3 2023.

  • Veritable reported no remaining W.R. Berkley position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 11,405 W.R. Berkley shares in Q3 2023, an estimated $453K.
  • Veritable first reported a position in W.R. Berkley in Q4 2017 and held it in 19 quarters.
  • Veritable's W.R. Berkley position peaked at $557K in Q4 2022.
  • 664 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.