Bellevue Asset Management’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
Q2 | $993K | Hold |
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|
2025
Q1 | $962K | Sell |
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|
2024
Q4 | $798K | Buy |
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|
2024
Q3 | $767K | Buy |
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|
2024
Q2 | $707K | Hold |
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|
2024
Q1 | $796K | Hold |
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|
2023
Q4 | $636K | Hold |
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|
2023
Q3 | $571K | Hold |
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|
2023
Q2 | $536K | Hold |
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|
2023
Q1 | $560K | Hold |
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|
2022
Q4 | $649K | Hold |
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|
2022
Q3 | $593K | Sell |
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|
2022
Q2 | $872K | Hold |
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|
2022
Q1 | $857K | Hold |
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|
2021
Q4 | $700K | Sell |
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|
2021
Q3 | $775K | Sell |
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|
2021
Q2 | $930K | Sell |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $2.14M | Sell |
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|
2020
Q3 | $2.29M | Hold |
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|
2020
Q2 | $2.15M | Hold |
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|
2020
Q1 | $1.97M | Buy |
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