VAM
WRB icon

Visionary Asset Management’s W.R. Berkley WRB Stock Holding History

Visionary Asset 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
2018
Q4 		$271K Buy
12,390
+500
+4% +$11.2K 0.11% 64
2018
Q3 		$284K Buy
11,890
+908
+8% +$20.6K 0.09% 216
2018
Q2 		$236K Buy
10,982
+415
+4% +$9.23K 0.08% 226
2018
Q1 		$228K Buy
10,567
+881
+9% +$18.4K 0.07% 226
2017
Q4 		$206K Buy
+9,686
New +$198K 0.06% 262
2015
Q1 		– Sell
-243
Closed -$4K – 178
2014
Q4 		$4K Sell
243
-54
-18% -$812 ﹤0.01% 161
2014
Q3 		$4K Sell
297
-6,936
-96% -$96.3K ﹤0.01% 116
2014
Q2 		$99K Buy
+7,233
New +$94K 0.02% 112

Other funds holding WRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return