Advisor OS’s W.R. Berkley WRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$563K Sell
2025
Q1
$579K Sell
2024
Q4
$535K Sell
2024
Q3
$914K Sell
2024
Q2
$1.23M Sell
2024
Q1
$1.4M Buy
2023
Q4
$1.02M Sell
2023
Q3
$971K Buy
2023
Q2
$857K Buy
2023
Q1
$873K Sell
2022
Q4
$1.32M Buy
2022
Q3
$1.16M Buy
2022
Q2
$1.19M Buy
2022
Q1
$1.06M Buy
2021
Q4
$771K Buy
2021
Q3
$619K Buy
2021
Q2
$536K Buy
2021
Q1
$315K Buy