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Versor Investments’s W.R. Berkley WRB Stock Holding History

Versor Investments’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
Q2 		– Sell
-14,274
Closed -$842K – 957
2024
Q1 		$842K Sell
14,274
-6,750
-32% -$365K 0.17% 182
2023
Q4 		$991K Sell
21,024
-458
-2% -$20.9K 0.2% 135
2023
Q3 		$909K Buy
21,482
+11,708
+120% +$485K 0.18% 126
2023
Q2 		$388K Sell
9,774
-11,226
-53% -$441K 0.07% 338
2023
Q1 		$872K Buy
+21,000
New +$939K 0.11% 147

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 $3.38T AUM 44.17% 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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Versor Investments's WRB Position: Q2 2024 in Review

Versor Investments sold out of W.R. Berkley (WRB) in Q2 2024, closing a stake of 14,274 shares — an estimated $842K sold.

Versor Investments first reported a position in WRB in Q1 2023 and held it in 5 quarters. The position peaked at $991K in Q4 2023. 757 funds tracked by Wall St. Rank hold WRB as of Q2 2024.

  • Versor Investments reported no remaining W.R. Berkley position as of Q2 2024 after selling out during the quarter.
  • Versor Investments sold 14,274 W.R. Berkley shares in Q2 2024, an estimated $842K.
  • Versor Investments first reported a position in W.R. Berkley in Q1 2023 and held it in 5 quarters.
  • Versor Investments's W.R. Berkley position peaked at $991K in Q4 2023.
  • 757 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2024.

Based on Versor Investments's 13F filing for Q2 2024, filed 1 Aug 2024.