WCM
WRB icon

Winton Capital Management’s W.R. Berkley WRB Stock Holding History

Winton Capital 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
2014
Q1 		$380K Sell
30,794
-32,298
-51% -$390K ﹤0.01% 612
2013
Q4 		$811K Sell
63,092
-60,079
-49% -$771K 0.01% 560
2013
Q3 		$1.56M Sell
123,171
-15,319
-11% -$192K 0.02% 459
2013
Q2 		$1.68M Buy
+138,490
New +$1.74M 0.02% 405

Other funds holding WRB

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Winton Capital Management's WRB Position: Q1 2014 in Review

Winton Capital Management reduced its W.R. Berkley (WRB) stake by 51% in Q1 2014, selling an estimated $390K and leaving 30,794 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Winton Capital Management first reported a position in WRB in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.68M in Q2 2013. 310 funds tracked by Wall St. Rank hold WRB as of Q1 2014.

  • Winton Capital Management held 30,794 shares of W.R. Berkley worth $380K as of Q1 2014.
  • Winton Capital Management sold 32,298 W.R. Berkley shares in Q1 2014, an estimated $390K.
  • W.R. Berkley made up ﹤0.01% of Winton Capital Management's portfolio in Q1 2014, its #612 holding.
  • Winton Capital Management first reported a position in W.R. Berkley in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's W.R. Berkley position peaked at $1.68M in Q2 2013.
  • 310 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.