Bank Julius Baer & Co

Bank Julius Baer & Co’s W.R. Berkley WRB Stock Holding History

Bank Julius Baer & Co’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.27M	Sell	34,298 -10,000	-23%	-$689K	0.01%	301
2025 Q4	$3.13M	Sell	44,298 -12,117	-21%	-$893K	0.01%	275
2025 Q3	$4.32M	Buy	56,415 +50,232	+812%	+$3.58M	0.01%	255
2025 Q2	$454K	Sell	6,183 -702	-10%	-$50.3K	﹤0.01%	392
2025 Q1	$490K	Buy	6,885 +2,775	+68%	+$170K	﹤0.01%	366
2024 Q4	$265K	Sell	4,110 -1,070	-21%	-$64.1K	﹤0.01%	401
2024 Q3	$348K	Sell	5,180 -417	-7%	-$23.4K	﹤0.01%	362
2024 Q2	$326K	Buy	5,597 +617	+12%	+$33K	﹤0.01%	311
2024 Q1	$294K	Buy	+4,980	New	+$269K	﹤0.01%	360

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