VFA
WRB icon

Voya Financial Advisors’s W.R. Berkley WRB Stock Holding History

Voya Financial Advisors’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
2019
Q4 		– Sell
-8,669
Closed -$276K – 657
2019
Q3 		$276K Sell
8,669
-887
-9% -$27.7K 0.01% 510
2019
Q2 		$276K Sell
9,556
-599
-6% -$16.4K 0.01% 514
2019
Q1 		$255K Sell
10,155
-68
-0.7% -$1.6K 0.01% 514
2018
Q4 		$221K Sell
10,223
-186
-2% -$4.18K 0.01% 497
2018
Q3 		$244K Buy
10,409
+335
+3% +$7.61K 0.01% 516
2018
Q2 		$215K Buy
10,074
+631
+7% +$14K 0.01% 518
2018
Q1 		$203K Buy
+9,443
New +$197K 0.01% 523
2017
Q2 		– Sell
-10,469
Closed -$217K – 522
2017
Q1 		$217K Buy
+10,469
New +$215K 0.02% 449

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return