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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $635K | Buy |
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|
2025
Q2 | $578K | Sell |
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|
2025
Q1 | $569K | Buy |
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|
2024
Q4 | $460K | Buy |
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|
2024
Q3 | $383K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $293K | Sell |
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|
2023
Q1 | $600K | Buy |
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|
2022
Q4 | $488K | Buy |
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|
2022
Q3 | $374K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $527K | Buy |
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|
2018
Q4 | $456K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $385K | Buy |
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|
2018
Q1 | $368K | Sell |
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|
2017
Q4 | $427K | Sell |
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|
2017
Q3 | $2.18M | Buy |
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|
2017
Q2 | $388K | Hold |
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|
2017
Q1 | $397K | Hold |
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|
2016
Q4 | $373K | Sell |
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|
2016
Q3 | $333K | Buy |
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|
2016
Q2 | $334K | Hold |
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|
2016
Q1 | $316K | Hold |
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|
2015
Q4 | $307K | Hold |
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|
2015
Q3 | $305K | Sell |
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|
2015
Q2 | $330K | Buy |
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