Benjamin Edwards Inc’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.24M | Sell |
125,733
-5,871
| -4% | -$431K | 0.12% | 182 |
|
|
2025
Q1 | $9.37M | Sell |
131,604
-7,124
| -5% | -$507K | 0.13% | 171 |
|
|
2024
Q4 | $8.12M | Sell |
138,728
-2,895
| -2% | -$169K | 0.12% | 189 |
|
|
2024
Q3 | $8.03M | Buy |
141,623
+138,363
| +4,244% | +$7.85M | 0.12% | 188 |
|
|
2024
Q2 | $171K | Buy |
3,260
+354
| +12% | +$18.6K | 0.03% | 365 |
|
|
2024
Q1 | $171K | Buy |
2,906
+1,131
| +64% | +$66.6K | 0.03% | 359 |
|
|
2023
Q4 | $84K | Buy |
1,775
+299
| +20% | +$14.2K | 0.02% | 436 |
|
|
2023
Q3 | $62K | Buy |
1,476
+508
| +52% | +$21.3K | 0.01% | 436 |
|
|
2023
Q2 | $38K | Sell |
968
-45
| -4% | -$1.77K | 0.01% | 483 |
|
|
2023
Q1 | $42K | Sell |
1,013
-64
| -6% | -$2.65K | 0.01% | 483 |
|
|
2022
Q4 | $52K | Buy |
1,077
+33
| +3% | +$1.59K | 0.01% | 414 |
|
|
2022
Q3 | $45K | Buy |
1,044
+204
| +24% | +$8.79K | 0.01% | 429 |
|
|
2022
Q2 | $38K | Hold |
840
| – | – | 0.01% | 453 |
|
|
2022
Q1 | $37K | Buy |
840
+43
| +5% | +$1.89K | 0.01% | 484 |
|
|
2021
Q4 | $29K | Buy |
797
+48
| +6% | +$1.75K | 0.01% | 477 |
|
|
2021
Q3 | $24K | Hold |
749
| – | – | 0.01% | 388 |
|
|
2021
Q2 | $25K | Buy |
+749
| New | +$25K | 0.02% | 321 |
|