Almanack Investment Partners’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Hold |
18,902
| – | – | 0.22% | 70 |
|
|
2025
Q1 | $1.35M | Buy |
18,902
+606
| +3% | +$43.1K | 0.27% | 40 |
|
|
2024
Q4 | $1.07M | Hold |
18,296
| – | – | 0.17% | 74 |
|
|
2024
Q3 | $1.04M | Sell |
18,296
-1
| -0% | -$57 | 0.16% | 73 |
|
|
2024
Q2 | $959K | Hold |
18,297
| – | – | 0.16% | 76 |
|
|
2024
Q1 | $1.08M | Sell |
18,297
-1,580
| -8% | -$93.2K | 0.18% | 71 |
|
|
2023
Q4 | $937K | Hold |
19,877
| – | – | 0.17% | 68 |
|
|
2023
Q3 | $841K | Hold |
19,877
| – | – | 0.16% | 63 |
|
|
2023
Q2 | $789K | Buy |
+19,877
| New | +$789K | 0.14% | 70 |
|