Anchor Investment Management’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 | $114K | Hold |
1,545
| – | – | 0.01% | 455 |
|
|
2025
Q1 | $110K | Hold |
1,545
| – | – | 0.01% | 443 |
|
|
2024
Q4 | $90.4K | Hold |
1,545
| – | – | 0.01% | 479 |
|
|
2024
Q3 | $87.6K | Buy |
+1,545
| New | +$87.6K | 0.01% | 492 |
|
|
2022
Q1 | – | Sell |
-81
| Closed | -$2.97K | – | 1039 |
|
|
2021
Q4 | $2.97K | Hold |
81
| – | – | ﹤0.01% | 912 |
|
|
2021
Q3 | $2.63K | Hold |
81
| – | – | ﹤0.01% | 833 |
|
|
2021
Q2 | $2.68K | Hold |
81
| – | – | ﹤0.01% | 858 |
|
|
2021
Q1 | $2.71K | Hold |
81
| – | – | ﹤0.01% | 845 |
|
|
2020
Q4 | $2.39K | Hold |
81
| – | – | ﹤0.01% | 829 |
|
|
2020
Q3 | $2.2K | Hold |
81
| – | – | ﹤0.01% | 811 |
|
|
2020
Q2 | $2.06K | Hold |
81
| – | – | ﹤0.01% | 786 |
|
|
2020
Q1 | $1.88K | Hold |
81
| – | – | ﹤0.01% | 774 |
|
|
2019
Q4 | $2.49K | Buy |
+81
| New | +$2.49K | ﹤0.01% | 755 |
|