Anchor Capital Advisors’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 | $87M | Sell |
1,183,834
-51,170
| -4% | -$3.76M | 2.55% | 1 |
|
|
2025
Q1 | $87.9M | Sell |
1,235,004
-60,789
| -5% | -$4.33M | 2.62% | 1 |
|
|
2024
Q4 | $75.8M | Sell |
1,295,793
-62,502
| -5% | -$3.66M | 2.16% | 2 |
|
|
2024
Q3 | $77.1M | Sell |
1,358,295
-39,159
| -3% | -$2.22M | 2.05% | 2 |
|
|
2024
Q2 | $73.2M | Sell |
1,397,454
-54,896
| -4% | -$2.88M | 2.06% | 5 |
|
|
2024
Q1 | $85.6M | Buy |
1,452,350
+5,063
| +0.3% | +$299K | 2.24% | 2 |
|
|
2023
Q4 | $68.2M | Sell |
1,447,287
-106,730
| -7% | -$5.03M | 1.8% | 10 |
|
|
2023
Q3 | $65.8M | Buy |
1,554,017
+225,149
| +17% | +$9.53M | 1.84% | 11 |
|
|
2023
Q2 | $52.8M | Buy |
1,328,868
+985,902
| +287% | +$39.1M | 1.37% | 28 |
|
|
2023
Q1 | $14.2M | Buy |
342,966
+5,410
| +2% | +$225K | 0.38% | 82 |
|
|
2022
Q4 | $16.3M | Sell |
337,556
-102,894
| -23% | -$4.98M | 0.42% | 73 |
|
|
2022
Q3 | $19M | Sell |
440,450
-27,084
| -6% | -$1.17M | 0.52% | 68 |
|
|
2022
Q2 | $21.3M | Sell |
467,534
-60,903
| -12% | -$2.77M | 0.54% | 64 |
|
|
2022
Q1 | $23.5M | Sell |
528,437
-36,297
| -6% | -$1.61M | 0.5% | 72 |
|
|
2021
Q4 | $20.7M | Sell |
564,734
-23,065
| -4% | -$845K | 0.41% | 83 |
|
|
2021
Q3 | $19.1M | Buy |
587,799
+1,667
| +0.3% | +$54.2K | 0.4% | 88 |
|
|
2021
Q2 | $19.4M | Buy |
586,132
+1,487
| +0.3% | +$49.2K | 0.39% | 88 |
|
|
2021
Q1 | $19.6M | Buy |
584,645
+21,308
| +4% | +$714K | 0.41% | 84 |
|
|
2020
Q4 | $16.6M | Sell |
563,337
-1,103
| -0.2% | -$32.6K | 0.38% | 90 |
|
|
2020
Q3 | $15.3M | Sell |
564,440
-443
| -0.1% | -$12K | 0.39% | 90 |
|
|
2020
Q2 | $14.4M | Buy |
564,883
+111,985
| +25% | +$2.85M | 0.37% | 92 |
|
|
2020
Q1 | $10.5M | Buy |
+452,898
| New | +$10.5M | 0.31% | 98 |
|