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VisionPoint Advisory Group’s W.R. Berkley WRB Stock Holding History

VisionPoint Advisory 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
2024
Q3 		– Sell
-89
Closed -$4.64K – 787
2024
Q2 		$4.64K Sell
89
-13
-13% -$696 ﹤0.01% 567
2024
Q1 		$6.01K Buy
102
+13
+15% +$703 ﹤0.01% 514
2023
Q4 		$4.17K Sell
89
-544
-86% -$24.8K ﹤0.01% 514
2023
Q3 		$26.8K Buy
+633
New +$26.2K 0.01% 326

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VisionPoint Advisory Group's WRB Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of W.R. Berkley (WRB) in Q3 2024, closing a stake of 89 shares — an estimated $4.64K sold.

VisionPoint Advisory Group first reported a position in WRB in Q3 2023 and held it in 4 quarters. The position peaked at $26.8K in Q3 2023. 798 funds tracked by Wall St. Rank hold WRB as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining W.R. Berkley position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 89 W.R. Berkley shares in Q3 2024, an estimated $4.64K.
  • VisionPoint Advisory Group first reported a position in W.R. Berkley in Q3 2023 and held it in 4 quarters.
  • VisionPoint Advisory Group's W.R. Berkley position peaked at $26.8K in Q3 2023.
  • 798 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.