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Wright Investors Service’s W.R. Berkley WRB Stock Holding History

Wright Investors Service’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
2024
Q2 		– Sell
-8,001
Closed -$472K – 162
2024
Q1 		$472K Sell
8,001
-312
-4% -$16.9K 0.12% 131
2023
Q4 		$392K Buy
+8,313
New +$379K 0.11% 134
2018
Q2 		– Sell
-26,463
Closed -$570K – 187
2018
Q1 		$570K Sell
26,463
-932
-3% -$19.4K 0.2% 121
2017
Q4 		$582K Sell
27,395
-1,826
-6% -$37.3K 0.19% 124
2017
Q3 		$578K Sell
29,221
-823
-3% -$16.5K 0.21% 124
2017
Q2 		$616K Sell
30,044
-2,953
-9% -$59.8K 0.23% 122
2017
Q1 		$691K Sell
32,997
-15,222
-32% -$313K 0.28% 110
2016
Q4 		$950K Sell
48,219
-12,453
-21% -$224K 0.41% 79
2016
Q3 		$1.04M Buy
60,672
+421
+0.7% +$7.28K 0.43% 81
2016
Q2 		$1.07M Buy
60,251
+2,430
+4% +$40.4K 0.44% 74
2016
Q1 		$963K Buy
57,821
+608
+1% +$9.35K 0.38% 89
2015
Q4 		$928K Buy
57,213
+9,568
+20% +$156K 0.34% 99
2015
Q3 		$768K Buy
47,645
+13,112
+38% +$215K 0.35% 99
2015
Q2 		$531K Hold
34,533
– – 0.25% 119
2015
Q1 		$517K Buy
34,533
+1,586
+5% +$23.6K 0.25% 127
2014
Q4 		$500K Buy
32,947
+1,809
+6% +$27.2K 0.25% 131
2014
Q3 		$441K Sell
31,138
-1,063
-3% -$14.8K 0.22% 128
2014
Q2 		$442K Hold
32,201
– – 0.2% 150
2014
Q1 		$397K Sell
32,201
-5,687
-15% -$68.7K 0.18% 162
2013
Q4 		$487K Sell
37,888
-35,701
-49% -$458K 0.21% 140
2013
Q3 		$935K Sell
73,589
-4,218
-5% -$52.9K 0.42% 70
2013
Q2 		$942K Buy
+77,807
New +$980K 0.45% 74

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wright Investors Service's WRB Position: Q2 2024 in Review

Wright Investors Service sold out of W.R. Berkley (WRB) in Q2 2024, closing a stake of 8,001 shares — an estimated $472K sold.

Wright Investors Service first reported a position in WRB in Q2 2013 and held it in 22 quarters. The position peaked at $1.07M in Q2 2016. 757 funds tracked by Wall St. Rank hold WRB as of Q2 2024.

  • Wright Investors Service reported no remaining W.R. Berkley position as of Q2 2024 after selling out during the quarter.
  • Wright Investors Service sold 8,001 W.R. Berkley shares in Q2 2024, an estimated $472K.
  • Wright Investors Service first reported a position in W.R. Berkley in Q2 2013 and held it in 22 quarters.
  • Wright Investors Service's W.R. Berkley position peaked at $1.07M in Q2 2016.
  • 757 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2024.

Based on Wright Investors Service's 13F filing for Q2 2024, filed 26 Jul 2024.