Aureus Asset 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
Q2 | $341K | Hold |
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|
2025
Q1 | $330K | Hold |
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|
2024
Q4 | $272K | Hold |
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|
2024
Q3 | $263K | Hold |
|
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|
2024
Q2 | $243K | Hold |
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|
2024
Q1 | $274K | Hold |
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|
2023
Q4 | $219K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $304K | Hold |
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|
2022
Q3 | $271K | Hold |
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|
2022
Q2 | $286K | Hold |
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|
2022
Q1 | $279K | Hold |
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|
2021
Q4 | $230K | Hold |
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|
2021
Q3 | $205K | Hold |
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|
2021
Q2 | $208K | Hold |
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|
2021
Q1 | $211K | Buy |
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