Ancora 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.01M | Hold |
15,271
| – | – | 0.02% | 405 |
|
|
2025
Q4 | $1.07M | Sell |
15,271
-154
| -1% | -$11.3K | 0.02% | 393 |
|
|
2025
Q3 | $1.18M | Sell |
15,425
-3,378
| -18% | -$241K | 0.02% | 390 |
|
|
2025
Q2 | $1.38M | Buy |
18,803
+250
| +1% | +$17.9K | 0.03% | 350 |
|
|
2025
Q1 | $1.32M | Buy |
18,553
+458
| +3% | +$28.1K | 0.03% | 344 |
|
|
2024
Q4 | $1.06M | Buy |
18,095
+460
| +3% | +$27.6K | 0.02% | 384 |
|
|
2024
Q3 | $1M | Buy |
17,635
+3,851
| +28% | +$216K | 0.02% | 387 |
|
|
2024
Q2 | $722K | Buy |
13,784
+6,188
| +81% | +$331K | 0.02% | 440 |
|
|
2024
Q1 | $448K | Sell |
7,596
-3,750
| -33% | -$203K | 0.01% | 522 |
|
|
2023
Q4 | $535K | Hold |
11,346
| – | – | 0.01% | 498 |
|
|
2023
Q3 | $480K | Hold |
11,346
| – | – | 0.01% | 485 |
|
|
2023
Q2 | $451K | Sell |
11,346
-2,085
| -16% | -$82K | 0.01% | 488 |
|
|
2023
Q1 | $557K | Sell |
13,431
-2,637
| -16% | -$118K | 0.02% | 452 |
|
|
2022
Q4 | $777K | Hold |
16,068
| – | – | 0.02% | 398 |
|
|
2022
Q3 | $692K | Sell |
16,068
-225
| -1% | -$9.77K | 0.02% | 434 |
|
|
2022
Q2 | $741K | Buy |
16,293
+43
| +0.3% | +$1.96K | 0.02% | 434 |
|
|
2022
Q1 | $721K | Sell |
16,250
-2
| -0% | -$80 | 0.02% | 452 |
|
|
2021
Q4 | $595K | Buy |
16,252
+182
| +1% | +$6.45K | 0.01% | 514 |
|
|
2021
Q3 | $523K | Buy |
16,070
+178
| +1% | +$5.87K | 0.01% | 536 |
|
|
2021
Q2 | $526K | Hold |
15,892
| – | – | 0.01% | 529 |
|
|
2021
Q1 | $532K | Hold |
15,892
| – | – | 0.01% | 509 |
|
|
2020
Q4 | $469K | Buy |
+15,892
| New | +$458K | 0.02% | 478 |
|
Other funds holding WRB
MSI
VCM
VPM
