Beacon Capital Management LLC (Tennessee)’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
Q1 | – | Sell |
-66
| Closed | -$3.88K | – | 1191 |
|
|
2024
Q4 | $3.88K | Hold |
66
| – | – | ﹤0.01% | 780 |
|
|
2024
Q3 | $3.76K | Hold |
66
| – | – | ﹤0.01% | 874 |
|
|
2024
Q2 | $3.47K | Hold |
66
| – | – | ﹤0.01% | 773 |
|
|
2024
Q1 | $3.89K | Hold |
66
| – | – | ﹤0.01% | 755 |
|
|
2023
Q4 | $2.78K | Hold |
66
| – | – | ﹤0.01% | 753 |
|
|
2023
Q3 | $2.61K | Hold |
66
| – | – | ﹤0.01% | 802 |
|
|
2023
Q2 | $2.61K | Hold |
66
| – | – | ﹤0.01% | 802 |
|
|
2023
Q1 | $2.72K | Hold |
66
| – | – | ﹤0.01% | 726 |
|
|
2022
Q4 | $3.17K | Buy |
66
+1
| +2% | +$48 | ﹤0.01% | 725 |
|
|
2022
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 700 |
|
|
2022
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 752 |
|
|
2022
Q1 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 753 |
|