AMI 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 | $200K | Sell |
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|
2025
Q2 | $207K | Sell |
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|
2025
Q1 | $218K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $202K | Sell |
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|
2024
Q2 | $200K | Sell |
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|
2024
Q1 | $261K | Sell |
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|
2023
Q4 | $210K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $313K | Hold |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $307K | Sell |
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|
2022
Q1 | $307K | Sell |
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|
2021
Q4 | $257K | Sell |
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|
2021
Q3 | $241K | Hold |
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|
2021
Q2 | $246K | Hold |
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|
2021
Q1 | $249K | Sell |
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|
2020
Q4 | $220K | Sell |
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|
2020
Q3 | $248K | Sell |
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|
2020
Q2 | $239K | Sell |
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|
2020
Q1 | $687K | Sell |
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|
2019
Q4 | $1.49M | Sell |
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|
2019
Q3 | $1.59M | Sell |
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|
2019
Q2 | $2.93M | Sell |
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|
2019
Q1 | $3.39M | Sell |
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|
2018
Q4 | $2.97M | Sell |
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|
2018
Q3 | $3.5M | Sell |
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|
2018
Q2 | $4.47M | Sell |
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|
2018
Q1 | $4.73M | Hold |
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|
2017
Q4 | $4.66M | Hold |
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|
2017
Q3 | $4.34M | Hold |
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|
2017
Q2 | $4.5M | Sell |
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|
2017
Q1 | $4.67M | Sell |
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|
2016
Q4 | $4.42M | Hold |
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|
2016
Q3 | $3.84M | Sell |
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|
2016
Q2 | $4M | Hold |
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|
2016
Q1 | $3.75M | Hold |
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|
2015
Q4 | $3.65M | Sell |
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|
2015
Q3 | $3.64M | Sell |
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|
2015
Q2 | $4.42M | Sell |
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|
2015
Q1 | $4.76M | Sell |
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|
2014
Q4 | $4.85M | Sell |
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|
2014
Q3 | $4.54M | Hold |
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|
2014
Q2 | $4.39M | Hold |
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|
2014
Q1 | $3.95M | Hold |
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|
2013
Q4 | $4.12M | Sell |
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|
2013
Q3 | $4.12M | Sell |
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|
2013
Q2 | $3.95M | Buy |
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