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Zeke Capital Advisors’s W.R. Berkley WRB Stock Holding History

Zeke Capital 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
Q4 		$238K Sell
4,914
-800
-14% -$38.6K 0.02% 404
2022
Q3 		$246K Hold
5,714
– – 0.02% 365
2022
Q2 		$261K Hold
5,714
– – 0.02% 372
2022
Q1 		$253K Buy
+5,714
New +$228K 0.01% 416

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Zeke Capital Advisors's WRB Position: Q4 2022 in Review

Zeke Capital Advisors reduced its W.R. Berkley (WRB) stake by 14% in Q4 2022, selling an estimated $38.6K and leaving 4,914 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #404.

Zeke Capital Advisors first reported a position in WRB in Q1 2022 and has held it in 4 quarters since. The position peaked at $261K in Q2 2022. 715 funds tracked by Wall St. Rank hold WRB as of Q4 2022.

  • Zeke Capital Advisors held 4,914 shares of W.R. Berkley worth $238K as of Q4 2022.
  • Zeke Capital Advisors sold 800 W.R. Berkley shares in Q4 2022, an estimated $38.6K.
  • W.R. Berkley made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #404 holding.
  • Zeke Capital Advisors first reported a position in W.R. Berkley in Q1 2022 and has held it in 4 quarters since.
  • Zeke Capital Advisors's W.R. Berkley position peaked at $261K in Q2 2022.
  • 715 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.