Virtus KAR Small-Mid Cap Core Fund WRB Holdings History
Virtus KAR Small-Mid Cap Core Fund's WR Berkley Corp Holding Summary
As of 2025-03-31, VIRTUS EQUITY TRUST held 1.38 Mil shares of WR Berkley Corp(WRB), totaling $98.23 Mil. This investment constitutes 5% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0.36% of the outstanding WR Berkley Corp(WRB) stock.
The initial trade took place in 2019Q3. And since then Virtus KAR Small-Mid Cap Core Fund has made 16 purchases of WRB, at an average price of $34.84, for a total of 1.83 Mil shares. In addition, there have been 3 sales at an average price of $45.32 for 450,628.50 shares. Based on historical transaction data and WRB's current price of $71.49, Virtus KAR Small-Mid Cap Core Fund's estimated gain on his WRB holdings is $55.32 Mil, reflecting a 86.71% gain to date.
Virtus KAR Small-Mid Cap Core Fund WRB ($71.49) Holding Chart
Virtus KAR Small-Mid Cap Core Fund WRB ($71.49) 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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