Aurora Investment Counsel’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 | – | Sell |
-21,347
| Closed | -$1.52M | – | 126 |
|
|
2025
Q1 | $1.52M | Sell |
21,347
-11,629
| -35% | -$828K | 0.84% | 65 |
|
|
2024
Q4 | $1.93M | Sell |
32,976
-1,088
| -3% | -$63.7K | 1.06% | 39 |
|
|
2024
Q3 | $1.93M | Sell |
34,064
-4,342
| -11% | -$246K | 1.05% | 38 |
|
|
2024
Q2 | $2.01M | Sell |
38,406
-1,734
| -4% | -$90.8K | 1.18% | 30 |
|
|
2024
Q1 | $2.37M | Buy |
40,140
+664
| +2% | +$39.1K | 1.36% | 13 |
|
|
2023
Q4 | $1.79M | Buy |
39,476
+968
| +3% | +$43.8K | 1.16% | 26 |
|
|
2023
Q3 | $1.63M | Buy |
38,508
+64
| +0.2% | +$2.71K | 1.08% | 27 |
|
|
2023
Q2 | $1.53M | Sell |
38,444
-433
| -1% | -$17.2K | 0.98% | 42 |
|
|
2023
Q1 | $1.61M | Buy |
+38,877
| New | +$1.61M | 1.05% | 33 |
|