Wipfli Financial Advisors’s W.R. Berkley WRB Stock Holding History

Wipfli Financial 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
2022 Q3	$147K	Buy	+3,413	New	+$148K	0.01%	563

Other funds holding WRB

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ACM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wipfli Financial Advisors's WRB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in W.R. Berkley (WRB) in Q3 2022: 3,413 shares worth $147K. The stake represents 0.01% of the portfolio and ranks #563 among its holdings.

666 funds tracked by Wall St. Rank hold WRB as of Q3 2022.

Wipfli Financial Advisors held 3,413 shares of W.R. Berkley worth $147K as of Q3 2022.
W.R. Berkley was a new Wipfli Financial Advisors position in Q3 2022.
W.R. Berkley made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #563 holding.
666 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.