Advisornet Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $130K | Sell |
1,959
-22
| -1% | -$1.51K | 0.01% | 735 |
|
|
2025
Q4 | $139K | Hold |
1,981
| – | – | 0.01% | 711 |
|
|
2025
Q3 | $152K | Sell |
1,981
-558
| -22% | -$39.7K | 0.01% | 668 |
|
|
2025
Q2 | $187K | Sell |
2,539
-793
| -24% | -$56.8K | 0.01% | 588 |
|
|
2025
Q1 | $237K | Buy |
3,332
+278
| +9% | +$17K | 0.02% | 506 |
|
|
2024
Q4 | $179K | Sell |
3,054
-53
| -2% | -$3.17K | 0.02% | 532 |
|
|
2024
Q3 | $176K | Buy |
3,107
+996
| +47% | +$55.9K | 0.01% | 555 |
|
|
2024
Q2 | $111K | Sell |
2,111
-43
| -2% | -$2.3K | 0.01% | 612 |
|
|
2024
Q1 | $127K | Buy |
2,154
+295
| +16% | +$16K | 0.01% | 573 |
|
|
2023
Q4 | $87.6K | Sell |
1,859
-7,944
| -81% | -$362K | 0.01% | 678 |
|
|
2023
Q3 | $415K | Sell |
9,803
-21
| -0.2% | -$870 | 0.04% | 328 |
|
|
2023
Q2 | $390K | Buy |
9,824
+17
| +0.2% | +$668 | 0.03% | 352 |
|
|
2023
Q1 | $407K | Sell |
9,807
-81
| -0.8% | -$3.62K | 0.04% | 330 |
|
|
2022
Q4 | $478K | Buy |
9,888
+84
| +0.9% | +$4.05K | 0.05% | 307 |
|
|
2022
Q3 | $422K | Sell |
9,804
-2
| -0% | -$87 | 0.04% | 349 |
|
|
2022
Q2 | $446K | Hold |
9,806
| – | – | 0.04% | 331 |
|
|
2022
Q1 | $435K | Buy |
9,806
+9
| +0.1% | +$359 | 0.03% | 393 |
|
|
2021
Q4 | $359K | Buy |
9,797
+3
| +0% | +$106 | 0.02% | 462 |
|
|
2021
Q3 | $319K | Buy |
9,794
+4
| +0% | +$132 | 0.02% | 452 |
|
|
2021
Q2 | $324K | Hold |
9,790
| – | – | 0.02% | 466 |
|
|
2021
Q1 | $328K | Hold |
9,790
| – | – | 0.02% | 442 |
|
|
2020
Q4 | $289K | Buy |
9,790
+2
| +0% | +$58 | 0.02% | 428 |
|
|
2020
Q3 | $266K | Buy |
9,788
+5
| +0.1% | +$137 | 0.02% | 436 |
|
|
2020
Q2 | $249K | Hold |
9,783
| – | – | 0.02% | 461 |
|
|
2020
Q1 | $227K | Sell |
9,783
-932
| -9% | -$27.8K | 0.02% | 441 |
|
|
2019
Q4 | $329K | Buy |
10,715
+5
| +0% | +$154 | 0.03% | 409 |
|
|
2019
Q3 | $344K | Buy |
10,710
+7,972
| +291% | +$249K | 0.03% | 396 |
|
|
2019
Q2 | $80K | Buy |
2,738
+1,607
| +142% | +$44K | 0.01% | 673 |
|
|
2019
Q1 | $28K | Hold |
1,131
| – | – | ﹤0.01% | 910 |
|
|
2018
Q4 | $25K | Buy |
1,131
+4
| +0.4% | +$90 | ﹤0.01% | 883 |
|
|
2018
Q3 | $27K | Buy |
1,127
+114
| +11% | +$2.59K | ﹤0.01% | 882 |
|
|
2018
Q2 | $22K | Buy |
+1,013
| New | +$22.5K | ﹤0.01% | 928 |
|
Other funds holding WRB
MSI
VCM
VPM
