World Equity Group’s W.R. Berkley WRB Stock Holding History

World Equity Group’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
2023 Q2	–	Sell	-32,967	Closed	-$490K	–	576
2023 Q1	$490K	Buy	+32,967	New	+$1.47M	0.07%	285

Other funds holding WRB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

World Equity Group's WRB Position: Q2 2023 in Review

World Equity Group sold out of W.R. Berkley (WRB) in Q2 2023, closing a stake of 32,967 shares — an estimated $490K sold.

World Equity Group first reported a position in WRB in Q1 2023 and held it in 1 quarter. The position peaked at $490K in Q1 2023. 658 funds tracked by Wall St. Rank hold WRB as of Q2 2023.

World Equity Group reported no remaining W.R. Berkley position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 32,967 W.R. Berkley shares in Q2 2023, an estimated $490K.
World Equity Group first reported a position in W.R. Berkley in Q1 2023 and held it in 1 quarter.
World Equity Group's W.R. Berkley position peaked at $490K in Q1 2023.
658 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.