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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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Voya Financial Advisors's WRB Position: Q4 2019 in Review

Voya Financial Advisors sold out of W.R. Berkley (WRB) in Q4 2019, closing a stake of 8,669 shares — an estimated $276K sold.

Voya Financial Advisors first reported a position in WRB in Q1 2017 and held it in 8 quarters. The position peaked at $276K in Q3 2019. 493 funds tracked by Wall St. Rank hold WRB as of Q4 2019.

  • Voya Financial Advisors reported no remaining W.R. Berkley position as of Q4 2019 after selling out during the quarter.
  • Voya Financial Advisors sold 8,669 W.R. Berkley shares in Q4 2019, an estimated $276K.
  • Voya Financial Advisors first reported a position in W.R. Berkley in Q1 2017 and held it in 8 quarters.
  • Voya Financial Advisors's W.R. Berkley position peaked at $276K in Q3 2019.
  • 493 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2019.

Based on Voya Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.