ZIG
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Zullo Investment Group’s W.R. Berkley WRB Stock Holding History

Zullo Investment 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
Q1 		– Sell
-144
Closed -$6.97K – 720
2022
Q4 		$6.97K Hold
144
– – ﹤0.01% 545
2022
Q3 		$6K Hold
144
– – ﹤0.01% 576
2022
Q2 		$7K Hold
144
– – ﹤0.01% 570
2022
Q1 		$6K Hold
144
– – ﹤0.01% 635
2021
Q4 		$5K Buy
+144
New +$5.11K ﹤0.01% 672

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 $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Zullo Investment Group's WRB Position: Q1 2023 in Review

Zullo Investment Group sold out of W.R. Berkley (WRB) in Q1 2023, closing a stake of 144 shares — an estimated $6.97K sold.

Zullo Investment Group first reported a position in WRB in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q2 2022. 692 funds tracked by Wall St. Rank hold WRB as of Q1 2023.

  • Zullo Investment Group reported no remaining W.R. Berkley position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 144 W.R. Berkley shares in Q1 2023, an estimated $6.97K.
  • Zullo Investment Group first reported a position in W.R. Berkley in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's W.R. Berkley position peaked at $7K in Q2 2022.
  • 692 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.