Zurich Insurance Group’s W.R. Berkley WRB Stock Holding History

Zurich Insurance 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
2019 Q4	–	Sell	-121,142	Closed	-$3.89M	–	488
2019 Q3	$3.89M	Sell	121,142 -23,391	-16%	-$731K	0.07%	280
2019 Q2	$4.24M	Buy	144,533 +5,672	+4%	+$155K	0.08%	265
2019 Q1	$3.49M	Buy	138,861 +675	+0.5%	+$15.9K	0.07%	247
2018 Q4	$3.03M	Buy	+138,186	New	+$3.11M	0.07%	230
2017 Q3	–	Sell	-72,107	Closed	-$1.48M	–	630
2017 Q2	$1.48M	Buy	+72,107	New	+$1.46M	0.04%	446

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Zurich Insurance Group's WRB Position: Q4 2019 in Review

Zurich Insurance Group sold out of W.R. Berkley (WRB) in Q4 2019, closing a stake of 121,142 shares — an estimated $3.89M sold.

Zurich Insurance Group first reported a position in WRB in Q2 2017 and held it in 5 quarters. The position peaked at $4.24M in Q2 2019. 493 funds tracked by Wall St. Rank hold WRB as of Q4 2019.

Zurich Insurance Group reported no remaining W.R. Berkley position as of Q4 2019 after selling out during the quarter.
Zurich Insurance Group sold 121,142 W.R. Berkley shares in Q4 2019, an estimated $3.89M.
Zurich Insurance Group first reported a position in W.R. Berkley in Q2 2017 and held it in 5 quarters.
Zurich Insurance Group's W.R. Berkley position peaked at $4.24M in Q2 2019.
493 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2019.

Based on Zurich Insurance Group's 13F filing for Q4 2019, filed 14 Feb 2020.