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West Branch Capital’s W.R. Berkley WRB Stock Holding History

West Branch Capital’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
Q1 		– Sell
-53
Closed -$2.48K – 450
2023
Q4 		$2.48K Buy
+53
New +$2.42K ﹤0.01% 390
2023
Q1 		– Sell
-146
Closed -$7.04K – 468
2022
Q4 		$7.04K Hold
146
– – ﹤0.01% 312
2022
Q3 		$6K Hold
146
– – ﹤0.01% 336
2022
Q2 		$7K Sell
146
-22
-13% -$1K ﹤0.01% 314
2022
Q1 		$7K Sell
168
-1
-0.6% -$40 ﹤0.01% 332
2021
Q4 		$6K Hold
169
– – ﹤0.01% 376
2021
Q3 		$5K Hold
169
– – ﹤0.01% 369
2021
Q2 		$6K Buy
+169
New +$5.85K ﹤0.01% 364

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

West Branch Capital's WRB Position: Q1 2024 in Review

West Branch Capital sold out of W.R. Berkley (WRB) in Q1 2024, closing a stake of 53 shares — an estimated $2.48K sold.

West Branch Capital first reported a position in WRB in Q2 2021 and held it in 8 quarters. The position peaked at $7.04K in Q4 2022. 773 funds tracked by Wall St. Rank hold WRB as of Q1 2024.

  • West Branch Capital reported no remaining W.R. Berkley position as of Q1 2024 after selling out during the quarter.
  • West Branch Capital sold 53 W.R. Berkley shares in Q1 2024, an estimated $2.48K.
  • West Branch Capital first reported a position in W.R. Berkley in Q2 2021 and held it in 8 quarters.
  • West Branch Capital's W.R. Berkley position peaked at $7.04K in Q4 2022.
  • 773 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2024.

Based on West Branch Capital's 13F filing for Q1 2024, filed 24 Apr 2024.