Number of Shares
92,918.00
Current Holdings Value*
$6.66 Mil
% of Portfolio
4.15%
Total Estimate Gain
$1.27 Mil
% of Total Estimate Gain
12.03%

Coho Relative Value Equity Fund's WR Berkley Corp Holding Summary

As of 2025-04-30, Managed Portfolio Series held 92,918.00 shares of WR Berkley Corp(WRB), totaling $6.66 Mil. This investment constitutes 4.15% of their stock portfolio, and Managed Portfolio Series now holds 0.02% of the outstanding WR Berkley Corp(WRB) stock.

The initial trade took place in 2024Q4. And since then Coho Relative Value Equity Fund has made 1 purchases of WRB, at an average price of $57.93, for a total of 181,610.00 shares. In addition, there have been 2 sales at an average price of $60.87 for 88,692.00 shares. Based on historical transaction data and WRB's current price of $68.75, Coho Relative Value Equity Fund's estimated gain on his WRB holdings is $1.27 Mil, reflecting a 12.03% gain to date.

Coho Relative Value Equity Fund WRB ($68.75) Holding Chart

Coho Relative Value Equity Fund WRB ($68.75) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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