Agate Pass Investment 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
Q3 | $2.8M | Sell |
|
|||||
|
2025
Q2 | $2.69M | Sell |
|
|||||
|
2025
Q1 | $2.64M | Sell |
|
|||||
|
2024
Q4 | $2.24M | Buy |
|
|||||
|
2024
Q3 | $2.14M | Buy |
|
|||||
|
2024
Q2 | $1.97M | Sell |
|
|||||
|
2024
Q1 | $2.3M | Sell |
|
|||||
|
2023
Q4 | $1.85M | Sell |
|
|||||
|
2023
Q3 | $1.71M | Sell |
|
|||||
|
2023
Q2 | $1.65M | Buy |
|
|||||
|
2023
Q1 | $1.68M | Buy |
|
|||||
|
2022
Q4 | $1.89M | Sell |
|
|||||
|
2022
Q3 | $1.76M | Buy |
|
|||||
|
2022
Q2 | $1.84M | Buy |
|
|||||
|
2022
Q1 | $1.77M | Buy |
|
|||||
|
2021
Q4 | $1.39M | Buy |
|