Ballentine Partners’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 | $1.17M | Buy |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $870K | Buy |
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|
2024
Q3 | $799K | Sell |
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|
2024
Q2 | $743K | Sell |
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|
2024
Q1 | $838K | Buy |
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|
2023
Q4 | $649K | Buy |
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|
2023
Q3 | $574K | Buy |
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|
2023
Q2 | $536K | Buy |
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|
2023
Q1 | $308K | Buy |
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