America First Investment Advisors’s W.R. Berkley WRB Stock Holding History

America First Investment Advisors’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25.2M	Buy	380,335 +948	+0.2%	+$65.3K	4.7%	12
2025 Q4	$26.6M	Sell	379,387 -261	-0.1%	-$19.2K	4.84%	9
2025 Q3	$29.1M	Sell	379,648 -5,917	-2%	-$421K	5.4%	5
2025 Q2	$28.3M	Sell	385,565 -27,753	-7%	-$1.99M	5.65%	2
2025 Q1	$29.4M	Buy	413,318 +2,073	+0.5%	+$127K	6.2%	2
2024 Q4	$24.1M	Sell	411,245 -12,883	-3%	-$772K	5.26%	8
2024 Q3	$24.1M	Sell	424,128 -2,105	-0.5%	-$118K	5.4%	6
2024 Q2	$22.3M	Sell	426,233 -1,371	-0.3%	-$73.4K	5.5%	5
2024 Q1	$25.2M	Sell	427,604 -5,520	-1%	-$299K	6.13%	5
2023 Q4	$20.4M	Sell	433,124 -829	-0.2%	-$37.8K	5.34%	5
2023 Q3	$18.4M	Buy	433,953 +2,083	+0.5%	+$86.3K	5.1%	7
2023 Q2	$17.1M	Buy	431,870 +377	+0.1%	+$14.8K	4.61%	12
2023 Q1	$17.9M	Sell	431,493 -1,557	-0.4%	-$69.7K	5.13%	6
2022 Q4	$21M	Sell	433,050 -52,385	-11%	-$2.53M	6.18%	1
2022 Q3	$20.9M	Sell	485,435 -2,461	-0.5%	-$107K	7.28%	2
2022 Q2	$22.2M	Sell	487,896 -15,678	-3%	-$713K	7.15%	1
2022 Q1	$22.4M	Sell	503,574 -7,505	-1%	-$299K	6.47%	2
2021 Q4	$18.7M	Buy	511,079 +4,374	+0.9%	+$155K	5.29%	7
2021 Q3	$16.5M	Sell	506,705 -6,466	-1%	-$213K	5.01%	7
2021 Q2	$17M	Buy	513,171 +3,186	+0.6%	+$110K	4.97%	6
2021 Q1	$17.1M	Sell	509,985 -12,859	-2%	-$397K	5.18%	6
2020 Q4	$15.4M	Sell	522,844 -20,430	-4%	-$589K	4.67%	11
2020 Q3	$14.8M	Sell	543,274 -7,130	-1%	-$195K	4.72%	10
2020 Q2	$14M	Sell	550,404 -3,312	-0.6%	-$81.2K	4.45%	11
2020 Q1	$12.8M	Sell	553,716 -21,780	-4%	-$649K	4.66%	11
2019 Q4	$17.7M	Sell	575,496 -20,988	-4%	-$648K	5.19%	5
2019 Q3	$19.1M	Sell	596,484 -6,383	-1%	-$199K	5.77%	2
2019 Q2	$17.7M	Sell	602,867 -20,526	-3%	-$562K	5.37%	4
2019 Q1	$15.6M	Sell	623,393 -10,020	-2%	-$236K	4.8%	6
2018 Q4	$13.9M	Sell	633,413 -8,931	-1%	-$201K	4.64%	11
2018 Q3	$15.2M	Sell	642,344 -13,753	-2%	-$312K	4.81%	9
2018 Q2	$14.1M	Buy	656,097 +2,724	+0.4%	+$60.6K	4.58%	13
2018 Q1	$14.1M	Buy	653,373 +5,370	+0.8%	+$112K	5.21%	8
2017 Q4	$13.8M	Buy	648,003 +3,736	+0.6%	+$76.3K	4.71%	14
2017 Q3	$12.7M	Buy	644,267 +11,863	+2%	+$238K	4.58%	15
2017 Q2	$13M	Buy	632,404 +9,676	+2%	+$196K	4.83%	7
2017 Q1	$13M	Buy	622,728 +3,307	+0.5%	+$68K	4.88%	5
2016 Q4	$12.2M	Buy	619,421 +12,032	+2%	+$216K	4.97%	4
2016 Q3	$10.4M	Buy	607,389 +15,448	+3%	+$267K	4.37%	10
2016 Q2	$10.5M	Sell	591,941 -3,021	-0.5%	-$50.3K	4.39%	10
2016 Q1	$9.91M	Buy	594,962 +1,499	+0.3%	+$23K	4.38%	8
2015 Q4	$9.63M	Sell	593,463 -1,269	-0.2%	-$20.7K	4.32%	5
2015 Q3	$9.58M	Sell	594,732 -9,626	-2%	-$158K	4.5%	4
2015 Q2	$9.3M	Buy	604,358 +3,659	+0.6%	+$54.5K	4.07%	11
2015 Q1	$8.99M	Buy	600,699 +6,426	+1%	+$95.5K	3.86%	13
2014 Q4	$9.03M	Sell	594,273 -6,416	-1%	-$96.5K	3.82%	7
2014 Q3	$8.51M	Buy	600,689 +2,062	+0.3%	+$28.6K	3.83%	8
2014 Q2	$8.21M	Buy	598,627 +32,602	+6%	+$424K	3.67%	12
2014 Q1	$6.98M	Buy	566,025 +21,030	+4%	+$254K	3.29%	16
2013 Q4	$7.01M	Sell	544,995 -3,817	-0.7%	-$49K	3.27%	18
2013 Q3	$6.97M	Buy	548,812 +29,507	+6%	+$370K	3.49%	15
2013 Q2	$6.29M	Buy	+519,305	New	+$6.54M	3.33%	12