Baron Wealth Management’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 | $484K | Sell |
6,589
-610
| -8% | -$44.8K | 0.17% | 85 |
|
|
2025
Q1 | $512K | Sell |
7,199
-180
| -2% | -$12.8K | 0.23% | 73 |
|
|
2024
Q4 | $432K | Hold |
7,379
| – | – | 0.2% | 77 |
|
|
2024
Q3 | $419K | Sell |
7,379
-99
| -1% | -$5.62K | 0.2% | 78 |
|
|
2024
Q2 | $392K | Buy |
7,478
+368
| +5% | +$19.3K | 0.2% | 77 |
|
|
2024
Q1 | $419K | Sell |
7,110
-39
| -0.5% | -$2.3K | 0.22% | 70 |
|
|
2023
Q4 | $337K | Buy |
7,149
+190
| +3% | +$8.96K | 0.18% | 89 |
|
|
2023
Q3 | $295K | Buy |
6,959
+51
| +0.7% | +$2.16K | 0.19% | 93 |
|
|
2023
Q2 | $274K | Buy |
6,908
+594
| +9% | +$23.6K | 0.17% | 102 |
|
|
2023
Q1 | $262K | Buy |
6,314
+183
| +3% | +$7.6K | 0.19% | 97 |
|
|
2022
Q4 | $297K | Buy |
+6,131
| New | +$297K | 0.23% | 77 |
|