Webster Bank’s W.R. Berkley WRB Stock Holding History

Webster Bank’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
2024 Q3	–	Sell	-233	Closed	-$12.2K	–	626
2024 Q2	$12.2K	Hold	233	–	–	﹤0.01%	469
2024 Q1	$13.7K	Buy	+233	New	+$12.6K	﹤0.01%	451

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

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

Janus Henderson Group London $209B AUM 37.72% 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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Webster Bank's WRB Position: Q3 2024 in Review

Webster Bank sold out of W.R. Berkley (WRB) in Q3 2024, closing a stake of 233 shares — an estimated $12.2K sold.

Webster Bank first reported a position in WRB in Q1 2024 and held it in 2 quarters. The position peaked at $13.7K in Q1 2024. 798 funds tracked by Wall St. Rank hold WRB as of Q3 2024.

Webster Bank reported no remaining W.R. Berkley position as of Q3 2024 after selling out during the quarter.
Webster Bank sold 233 W.R. Berkley shares in Q3 2024, an estimated $12.2K.
Webster Bank first reported a position in W.R. Berkley in Q1 2024 and held it in 2 quarters.
Webster Bank's W.R. Berkley position peaked at $13.7K in Q1 2024.
798 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2024.

Based on Webster Bank's 13F filing for Q3 2024, filed 10 Oct 2024.