W.R. Berkley Corp’s Loews L Stock Holding History

W.R. Berkley Corp’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-14,354	Closed	-$492K	–	141
2020 Q2	$492K	Hold	14,354	–	–	0.07%	88
2020 Q1	$500K	Buy	+14,354	New	+$677K	0.06%	92
2019 Q1	–	Sell	-19,448	Closed	-$885K	–	94
2018 Q4	$885K	Buy	+19,448	New	+$917K	0.2%	69
2017 Q4	–	Sell	-61,624	Closed	-$2.95M	–	100
2017 Q3	$2.95M	Sell	61,624 -19,378	-24%	-$922K	0.41%	39
2017 Q2	$3.79M	Buy	81,002 +19,380	+31%	+$908K	0.42%	33
2017 Q1	$2.88M	Buy	+61,622	New	+$2.88M	0.45%	31
2016 Q4	–	Sell	-54,891	Closed	-$2.26M	–	69
2016 Q3	$2.26M	Buy	+54,891	New	+$2.25M	0.26%	45
2016 Q2	–	Sell	-19,252	Closed	-$737K	–	84
2016 Q1	$737K	Buy	+19,252	New	+$708K	0.13%	47
2015 Q3	–	Sell	-55,657	Closed	-$2.14M	–	96
2015 Q2	$2.14M	Sell	55,657 -57,075	-51%	-$2.32M	0.23%	45
2015 Q1	$4.6M	Buy	+112,732	New	+$4.57M	0.66%	20
2014 Q4	–	Sell	-70,900	Closed	-$2.95M	–	86
2014 Q3	$2.95M	Buy	+70,900	New	+$3.05M	0.51%	33

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return