Barlow Wealth Partners’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 | $18.5M | Buy |
261,115
+2,057
| +0.8% | +$146K | 2.21% | 20 |
|
|
2025
Q1 | $18.3M | Buy |
259,058
+3,839
| +2% | +$271K | 2.4% | 17 |
|
|
2024
Q4 | $15.3M | Buy |
255,219
+14,672
| +6% | +$879K | 1.94% | 24 |
|
|
2024
Q3 | $13.6M | Sell |
240,547
-113,239
| -32% | -$6.4M | 1.78% | 27 |
|
|
2024
Q2 | $12.3M | Buy |
353,786
+124,491
| +54% | +$4.34M | 1.71% | 27 |
|
|
2024
Q1 | $12.6M | Buy |
+229,295
| New | +$12.6M | 1.71% | 24 |
|