W.R. Berkley Corp’s SBC Medical Group SBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-27,062	Closed	-$289K	–	177
2023 Q4	$289K	Buy	+27,062	New	+$289K	0.02%	172
2023 Q2	–	Sell	-35,000	Closed	-$365K	–	228
2023 Q1	$365K	Hold	35,000	–	–	0.02%	215
2022 Q4	$357K	Hold	35,000	–	–	0.02%	313
2022 Q3	$351K	Buy	+35,000	New	+$350K	0.02%	466

Other funds holding SBC

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return

Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCM

Tuttle Capital Management Riverside, Connecticut $60.8M AUM 17.47% 1-Year Est. Return

W.R. Berkley Corp's SBC Position: Q1 2024 in Review

W.R. Berkley Corp sold out of SBC Medical Group (SBC) in Q1 2024, closing a stake of 27,062 shares — an estimated $289K sold.

W.R. Berkley Corp first reported a position in SBC in Q3 2022 and held it in 4 quarters. The position peaked at $365K in Q1 2023. 5 funds tracked by Wall St. Rank hold SBC as of Q1 2024.

W.R. Berkley Corp reported no remaining SBC Medical Group position as of Q1 2024 after selling out during the quarter.
W.R. Berkley Corp sold 27,062 SBC Medical Group shares in Q1 2024, an estimated $289K.
W.R. Berkley Corp first reported a position in SBC Medical Group in Q3 2022 and held it in 4 quarters.
W.R. Berkley Corp's SBC Medical Group position peaked at $365K in Q1 2023.
5 funds tracked by Wall St. Rank held SBC Medical Group as of Q1 2024.

Based on W.R. Berkley Corp's 13F filing for Q1 2024, filed 15 May 2024.