Washington Trust Advisors’s W.R. Berkley WRB Stock Holding History

Washington Trust 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
2023 Q2	–	Sell	-92	Closed	-$3.8K	–	777
2023 Q1	$3.8K	Hold	92	–	–	﹤0.01%	655
2022 Q4	$4.43K	Sell	92 -945	-91%	-$45.6K	﹤0.01%	624
2022 Q3	$45K	Buy	1,037 +171	+20%	+$7.42K	﹤0.01%	402
2022 Q2	$39K	Buy	866 +140	+19%	+$6.37K	﹤0.01%	438
2022 Q1	$32K	Buy	726 +629	+648%	+$25.1K	﹤0.01%	513
2021 Q4	$4K	Buy	+97	New	+$3.44K	﹤0.01%	899

Other funds holding WRB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Washington Trust Advisors's WRB Position: Q2 2023 in Review

Washington Trust Advisors sold out of W.R. Berkley (WRB) in Q2 2023, closing a stake of 92 shares — an estimated $3.8K sold.

Washington Trust Advisors first reported a position in WRB in Q4 2021 and held it in 6 quarters. The position peaked at $45K in Q3 2022. 658 funds tracked by Wall St. Rank hold WRB as of Q2 2023.

Washington Trust Advisors reported no remaining W.R. Berkley position as of Q2 2023 after selling out during the quarter.
Washington Trust Advisors sold 92 W.R. Berkley shares in Q2 2023, an estimated $3.8K.
Washington Trust Advisors first reported a position in W.R. Berkley in Q4 2021 and held it in 6 quarters.
Washington Trust Advisors's W.R. Berkley position peaked at $45K in Q3 2022.
658 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2023.

Based on Washington Trust Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.