ALPS Advisors’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 | – | Sell |
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|
2025
Q2 | $425K | Buy |
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|
2025
Q1 | $399K | Sell |
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|
2024
Q4 | $356K | Hold |
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|
2024
Q3 | $345K | Sell |
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|
2024
Q2 | $320K | Sell |
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|
2024
Q1 | $362K | Sell |
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|
2023
Q4 | $363K | Sell |
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|
2023
Q3 | $344K | Buy |
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|
2023
Q2 | $302K | Buy |
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|
2023
Q1 | $313K | Buy |
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|
2022
Q4 | $343K | Sell |
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|
2022
Q3 | $307K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.21M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $233K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $207K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $561K | Sell |
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|
2014
Q3 | $593K | Buy |
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