Advisors Asset Management’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 | $336K | Sell |
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|
2025
Q1 | $584K | Sell |
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|
2024
Q4 | $682K | Sell |
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|
2024
Q3 | $666K | Buy |
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|
2024
Q2 | $463K | Buy |
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|
2024
Q1 | $392K | Buy |
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|
2023
Q4 | $160K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $154K | Sell |
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|
2016
Q3 | $139K | Sell |
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|
2016
Q2 | $157K | Hold |
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|
2016
Q1 | $147K | Hold |
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|
2015
Q4 | $143K | Sell |
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|
2015
Q3 | $147K | Sell |
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|
2015
Q2 | $151K | Hold |
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|
2015
Q1 | $147K | Hold |
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|
2014
Q4 | $149K | Hold |
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|
2014
Q3 | $139K | Sell |
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|
2014
Q2 | $149K | Sell |
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|
2014
Q1 | $142K | Hold |
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|
2013
Q4 | $148K | Buy |
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|
2013
Q3 | $133K | Sell |
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|
2013
Q2 | $144K | Buy |
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