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Wealthspire Advisors (Maryland)’s W.R. Berkley WRB Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,397
Closed -$35K – 2055
2019
Q1 		$35K Buy
1,397
+850
+155% +$20K ﹤0.01% 1053
2018
Q4 		$12K Buy
547
+31
+6% +$697 ﹤0.01% 1406
2018
Q3 		$12K Sell
516
-34
-6% -$772 ﹤0.01% 1466
2018
Q2 		$12K Buy
550
+34
+7% +$756 ﹤0.01% 1479
2018
Q1 		$11K Buy
516
+16
+3% +$334 ﹤0.01% 1548
2017
Q4 		$11K Buy
500
+27
+6% +$552 ﹤0.01% 1566
2017
Q3 		$9K Hold
473
– – ﹤0.01% 1625
2017
Q2 		$10K Hold
473
– – ﹤0.01% 1546
2017
Q1 		$10K Buy
473
+48
+11% +$988 ﹤0.01% 1353
2016
Q4 		$8K Hold
425
– – ﹤0.01% 1302
2016
Q3 		$7K Hold
425
– – ﹤0.01% 1338
2016
Q2 		$8K Hold
425
– – ﹤0.01% 1245
2016
Q1 		$7K Hold
425
– – ﹤0.01% 1270
2015
Q4 		$7K Buy
+425
New +$6.94K ﹤0.01% 1284

Other funds holding WRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WRB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of W.R. Berkley (WRB) in Q2 2019, closing a stake of 1,397 shares — an estimated $35K sold.

Wealthspire Advisors (Maryland) first reported a position in WRB in Q4 2015 and held it in 14 quarters. The position peaked at $35K in Q1 2019. 414 funds tracked by Wall St. Rank hold WRB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining W.R. Berkley position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,397 W.R. Berkley shares in Q2 2019, an estimated $35K.
  • Wealthspire Advisors (Maryland) first reported a position in W.R. Berkley in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s W.R. Berkley position peaked at $35K in Q1 2019.
  • 414 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.