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Wilbanks Smith & Thomas Asset Management’s W.R. Berkley WRB Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-925
Closed -$22K – 1312
2018
Q3 		$22K Buy
+925
New +$21K ﹤0.01% 864

Other funds holding WRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $59B AUM 32.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's WRB Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of W.R. Berkley (WRB) in Q4 2018, closing a stake of 925 shares — an estimated $22K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in WRB in Q3 2018 and held it in 1 quarter. The position peaked at $22K in Q3 2018. 401 funds tracked by Wall St. Rank hold WRB as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining W.R. Berkley position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 925 W.R. Berkley shares in Q4 2018, an estimated $22K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in W.R. Berkley in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's W.R. Berkley position peaked at $22K in Q3 2018.
  • 401 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.