Beacon Financial Group’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $403K | Buy |
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|
2025
Q2 | $386K | Buy |
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|
2025
Q1 | $374K | Sell |
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|
2024
Q4 | $317K | Buy |
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|
2024
Q3 | $307K | Sell |
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|
2024
Q2 | $287K | Buy |
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|
2024
Q1 | $322K | Sell |
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|
2023
Q4 | $262K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.68M | Sell |
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|
2019
Q1 | $2.22K | Hold |
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|
2018
Q4 | $2.22M | Sell |
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|
2018
Q3 | $2.54M | Sell |
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|
2018
Q2 | $2.33M | Sell |
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|
2018
Q1 | $2.4M | Buy |
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|
2017
Q4 | $2.35M | Sell |
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|
2017
Q3 | $2.23M | Buy |
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|
2017
Q2 | $2.3M | Sell |
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|
2017
Q1 | $2.37M | Sell |
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|
2016
Q4 | $3.94M | Buy |
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|
2016
Q3 | $3.4M | Sell |
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|
2016
Q2 | $3.41M | Sell |
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|
2016
Q1 | $3.44M | Sell |
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|
2015
Q4 | $3.56M | Sell |
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|
2015
Q3 | $3.75M | Sell |
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|
2015
Q2 | $3.76M | Sell |
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|
2015
Q1 | $3.92M | Sell |
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|
2014
Q4 | $4.35M | Buy |
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|
2014
Q3 | $4.02M | Buy |
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|
2014
Q2 | $3.8M | Buy |
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|
2014
Q1 | $3.36M | Buy |
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|
2013
Q4 | $3.42M | Buy |
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|
2013
Q3 | $3.4M | Buy |
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