Baird Financial Group’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 | $774K | Buy |
11,677
+810
| +7% | +$55.8K | ﹤0.01% | 1338 |
|
|
2025
Q4 | $762K | Buy |
10,867
+2,580
| +31% | +$190K | ﹤0.01% | 1337 |
|
|
2025
Q3 | $635K | Buy |
8,287
+422
| +5% | +$30K | ﹤0.01% | 1393 |
|
|
2025
Q2 | $578K | Sell |
7,865
-132
| -2% | -$9.46K | ﹤0.01% | 1375 |
|
|
2025
Q1 | $569K | Buy |
7,997
+141
| +2% | +$8.64K | ﹤0.01% | 1361 |
|
|
2024
Q4 | $460K | Buy |
7,856
+1,102
| +16% | +$66K | ﹤0.01% | 1408 |
|
|
2024
Q3 | $383K | Buy |
+6,754
| New | +$379K | ﹤0.01% | 1467 |
|
|
2023
Q3 | – | Sell |
-7,368
| Closed | -$293K | – | 1766 |
|
|
2023
Q2 | $293K | Sell |
7,368
-7,094
| -49% | -$279K | ﹤0.01% | 1513 |
|
|
2023
Q1 | $600K | Buy |
14,462
+4,377
| +43% | +$196K | ﹤0.01% | 1259 |
|
|
2022
Q4 | $488K | Buy |
10,085
+1,410
| +16% | +$68K | ﹤0.01% | 1306 |
|
|
2022
Q3 | $374K | Buy |
+8,675
| New | +$377K | ﹤0.01% | 1391 |
|
|
2019
Q2 | – | Sell |
-20,989
| Closed | -$527K | – | 1561 |
|
|
2019
Q1 | $527K | Buy |
20,989
+179
| +0.9% | +$4.22K | ﹤0.01% | 1021 |
|
|
2018
Q4 | $456K | Buy |
+20,810
| New | +$468K | ﹤0.01% | 1014 |
|
|
2018
Q3 | – | Sell |
-17,928
| Closed | -$385K | – | 1366 |
|
|
2018
Q2 | $385K | Buy |
17,928
+844
| +5% | +$18.8K | ﹤0.01% | 1085 |
|
|
2018
Q1 | $368K | Sell |
17,084
-3,018
| -15% | -$63K | ﹤0.01% | 1080 |
|
|
2017
Q4 | $427K | Sell |
20,102
-90,129
| -82% | -$1.84M | ﹤0.01% | 1050 |
|
|
2017
Q3 | $2.18M | Buy |
110,231
+91,284
| +482% | +$1.83M | 0.02% | 598 |
|
|
2017
Q2 | $388K | Hold |
18,947
| – | – | ﹤0.01% | 1025 |
|
|
2017
Q1 | $397K | Hold |
18,947
| – | – | ﹤0.01% | 1006 |
|
|
2016
Q4 | $373K | Sell |
18,947
-490
| -3% | -$8.8K | ﹤0.01% | 996 |
|
|
2016
Q3 | $333K | Buy |
19,437
+490
| +3% | +$8.47K | ﹤0.01% | 1030 |
|
|
2016
Q2 | $334K | Hold |
18,947
| – | – | ﹤0.01% | 1027 |
|
|
2016
Q1 | $316K | Hold |
18,947
| – | – | ﹤0.01% | 1044 |
|
|
2015
Q4 | $307K | Hold |
18,947
| – | – | ﹤0.01% | 1059 |
|
|
2015
Q3 | $305K | Sell |
18,947
-2,532
| -12% | -$41.5K | ﹤0.01% | 1054 |
|
|
2015
Q2 | $330K | Buy |
+21,479
| New | +$320K | ﹤0.01% | 1096 |
|
Other funds holding WRB
MSI
VCM
VPM
