Bleakley Financial Group’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
24,708
+1,471
| +6% | +$108K | 0.05% | 288 |
|
|
2025
Q1 | $1.65M | Buy |
23,237
+162
| +0.7% | +$11.5K | 0.05% | 267 |
|
|
2024
Q4 | $1.35M | Buy |
23,075
+707
| +3% | +$41.4K | 0.04% | 338 |
|
|
2024
Q3 | $1.27M | Buy |
22,368
+408
| +2% | +$23.1K | 0.04% | 347 |
|
|
2024
Q2 | $1.15M | Sell |
21,960
-6,270
| -22% | -$328K | 0.03% | 388 |
|
|
2024
Q1 | $1.66M | Buy |
28,230
+2,364
| +9% | +$139K | 0.05% | 322 |
|
|
2023
Q4 | $1.22M | Buy |
25,866
+222
| +0.9% | +$10.5K | 0.04% | 359 |
|
|
2023
Q3 | $1.09M | Buy |
25,644
+3
| +0% | +$127 | 0.04% | 363 |
|
|
2023
Q2 | $1.02M | Buy |
25,641
+1,165
| +5% | +$46.3K | 0.03% | 398 |
|
|
2023
Q1 | $1.02M | Sell |
24,476
-23,895
| -49% | -$992K | 0.03% | 382 |
|
|
2022
Q4 | $2.34M | Buy |
+48,371
| New | +$2.34M | 0.08% | 217 |
|