WFG Advisors’s W.R. Berkley WRB Stock Holding History

WFG 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
2017 Q2	$1K	Hold	44	–	–	﹤0.01%	1511
2017 Q1	$1K	Hold	44	–	–	﹤0.01%	1441
2016 Q4	$1K	Hold	44	–	–	﹤0.01%	1516
2016 Q3	$1K	Hold	44	–	–	﹤0.01%	1512
2016 Q2	$1K	Hold	44	–	–	﹤0.01%	1505
2016 Q1	$1K	Hold	44	–	–	﹤0.01%	1466
2015 Q4	$1K	Hold	44	–	–	﹤0.01%	1502
2015 Q3	$1K	Hold	44	–	–	﹤0.01%	1534
2015 Q2	$1K	Hold	44	–	–	﹤0.01%	1598
2015 Q1	$1K	Hold	44	–	–	﹤0.01%	1673
2014 Q4	$1K	Hold	44	–	–	﹤0.01%	2001
2014 Q3	$1K	Hold	44	–	–	﹤0.01%	2016
2014 Q2	$1K	Hold	44	–	–	﹤0.01%	1930
2014 Q1	$1K	Hold	44	–	–	﹤0.01%	1921
2013 Q4	$1K	Hold	44	–	–	﹤0.01%	2136
2013 Q3	$1K	Hold	44	–	–	﹤0.01%	2085
2013 Q2	$1K	Buy	+44	New	+$554	﹤0.01%	2000

Other funds holding WRB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return