BFG
Beacon Financial Group’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Buy |
5,253
+3
| +0.1% | +$220 | 0.04% | 254 |
|
|
2025
Q1 | $374K | Sell |
5,250
-160
| -3% | -$11.4K | 0.04% | 251 |
|
|
2024
Q4 | $317K | Buy |
5,410
+3
| +0.1% | +$176 | 0.03% | 274 |
|
|
2024
Q3 | $307K | Buy |
5,407
+1,760
| +48% | +$99.8K | 0.03% | 282 |
|
|
2024
Q2 | $287K | Buy |
3,647
+2
| +0.1% | +$157 | 0.03% | 273 |
|
|
2024
Q1 | $322K | Sell |
3,645
-65
| -2% | -$5.75K | 0.04% | 260 |
|
|
2023
Q4 | $262K | Buy |
+3,710
| New | +$262K | 0.03% | 280 |
|
|
2019
Q3 | – | Sell |
-25,504
| Closed | -$1.68M | – | 191 |
|
|
2019
Q2 | $1.68M | Sell |
25,504
-4,868
| -16% | -$321K | 0.29% | 92 |
|
|
2019
Q1 | $2.22K | Hold |
30,372
| – | – | 0.36% | 75 |
|
|
2018
Q4 | $2.22M | Sell |
30,372
-1,391
| -4% | -$101K | 0.42% | 72 |
|
|
2018
Q3 | $2.54M | Sell |
31,763
-470
| -1% | -$37.6K | 0.43% | 71 |
|
|
2018
Q2 | $2.33M | Sell |
32,233
-722
| -2% | -$52.3K | 0.39% | 71 |
|
|
2018
Q1 | $2.4M | Buy |
32,955
+211
| +0.6% | +$15.3K | 0.41% | 70 |
|
|
2017
Q4 | $2.35M | Sell |
32,744
-624
| -2% | -$44.7K | 0.41% | 65 |
|
|
2017
Q3 | $2.23M | Buy |
33,368
+77
| +0.2% | +$5.14K | 0.4% | 61 |
|
|
2017
Q2 | $2.3M | Sell |
33,291
-276
| -0.8% | -$19.1K | 0.44% | 57 |
|
|
2017
Q1 | $2.37M | Sell |
33,567
-25,603
| -43% | -$1.81M | 0.45% | 57 |
|
|
2016
Q4 | $3.94M | Buy |
59,170
+154
| +0.3% | +$10.2K | 0.8% | 44 |
|
|
2016
Q3 | $3.4M | Sell |
59,016
-66
| -0.1% | -$3.8K | 0.71% | 48 |
|
|
2016
Q2 | $3.41M | Sell |
59,082
-2,199
| -4% | -$127K | 0.74% | 45 |
|
|
2016
Q1 | $3.44M | Sell |
61,281
-2,536
| -4% | -$142K | 0.74% | 47 |
|
|
2015
Q4 | $3.56M | Sell |
63,817
-5,734
| -8% | -$320K | 0.82% | 37 |
|
|
2015
Q3 | $3.75M | Sell |
69,551
-3,239
| -4% | -$174K | 0.92% | 39 |
|
|
2015
Q2 | $3.76M | Sell |
72,790
-3,752
| -5% | -$194K | 0.82% | 42 |
|
|
2015
Q1 | $3.92M | Sell |
76,542
-7,273
| -9% | -$372K | 0.87% | 42 |
|
|
2014
Q4 | $4.35M | Buy |
83,815
+9
| +0% | +$467 | 0.9% | 40 |
|
|
2014
Q3 | $4.02M | Buy |
83,806
+1,399
| +2% | +$67K | 0.87% | 40 |
|
|
2014
Q2 | $3.8M | Buy |
82,407
+331
| +0.4% | +$15.2K | 0.84% | 44 |
|
|
2014
Q1 | $3.36M | Buy |
82,076
+2,971
| +4% | +$122K | 0.69% | 43 |
|
|
2013
Q4 | $3.42M | Buy |
79,105
+387
| +0.5% | +$16.7K | 0.66% | 41 |
|
|
2013
Q3 | $3.4M | Buy |
+78,718
| New | +$3.4M | 0.73% | 41 |
|