Arax Advisory Partners’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 | $494K | Sell |
6,726
-253
| -4% | -$18.6K | 0.02% | 399 |
|
|
2025
Q1 | $497K | Buy |
6,979
+4,913
| +238% | +$350K | 0.03% | 319 |
|
|
2024
Q4 | $121K | Buy |
2,066
+1,135
| +122% | +$66.4K | 0.01% | 620 |
|
|
2024
Q3 | $52.8K | Buy |
931
+14
| +2% | +$794 | ﹤0.01% | 699 |
|
|
2024
Q2 | $48K | Buy |
917
+444
| +94% | +$23.2K | ﹤0.01% | 678 |
|
|
2024
Q1 | $27.9K | Hold |
473
| – | – | ﹤0.01% | 611 |
|
|
2023
Q4 | $22.3K | Hold |
473
| – | – | ﹤0.01% | 631 |
|
|
2023
Q3 | $20K | Hold |
473
| – | – | ﹤0.01% | 584 |
|
|
2023
Q2 | $18.8K | Hold |
473
| – | – | ﹤0.01% | 596 |
|
|
2023
Q1 | $19.6K | Sell |
473
-273
| -37% | -$11.3K | ﹤0.01% | 589 |
|
|
2022
Q4 | $36.1K | Hold |
746
| – | – | 0.01% | 490 |
|
|
2022
Q3 | $32K | Buy |
746
+2
| +0.3% | +$86 | 0.01% | 504 |
|
|
2022
Q2 | $34K | Buy |
+744
| New | +$34K | 0.01% | 482 |
|