Beacon Pointe Advisors’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
22,807
-1,353
| -6% | -$99.4K | 0.02% | 522 |
|
|
2025
Q1 | $1.72M | Sell |
24,160
-267
| -1% | -$19K | 0.02% | 493 |
|
|
2024
Q4 | $1.43M | Sell |
24,427
-279
| -1% | -$16.3K | 0.02% | 543 |
|
|
2024
Q3 | $1.4M | Sell |
24,706
-14,336
| -37% | -$813K | 0.02% | 548 |
|
|
2024
Q2 | $2.05M | Sell |
39,042
-4,745
| -11% | -$249K | 0.02% | 469 |
|
|
2024
Q1 | $2.58M | Sell |
43,787
-849
| -2% | -$50.1K | 0.03% | 436 |
|
|
2023
Q4 | $2.1M | Buy |
44,636
+5,337
| +14% | +$252K | 0.03% | 466 |
|
|
2023
Q3 | $1.66M | Buy |
+39,299
| New | +$1.66M | 0.02% | 499 |
|
|
2022
Q2 | – | Sell |
-7,073
| Closed | -$314K | – | 1223 |
|
|
2022
Q1 | $314K | Buy |
+7,073
| New | +$314K | ﹤0.01% | 967 |
|