Blue Trust Inc’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 | $227K | Sell |
3,087
-218
| -7% | -$16K | ﹤0.01% | 725 |
|
|
2025
Q1 | $235K | Buy |
3,305
+455
| +16% | +$32.4K | ﹤0.01% | 647 |
|
|
2024
Q4 | $167K | Sell |
2,850
-673
| -19% | -$39.4K | ﹤0.01% | 718 |
|
|
2024
Q3 | $277K | Buy |
3,523
+115
| +3% | +$9.04K | ﹤0.01% | 711 |
|
|
2024
Q2 | $201K | Buy |
3,408
+1,698
| +99% | +$100K | ﹤0.01% | 703 |
|
|
2024
Q1 | $101K | Sell |
1,710
-132
| -7% | -$7.78K | ﹤0.01% | 713 |
|
|
2023
Q4 | $78K | Sell |
1,842
-183
| -9% | -$7.75K | ﹤0.01% | 789 |
|
|
2023
Q3 | $81K | Buy |
2,025
+619
| +44% | +$24.8K | ﹤0.01% | 687 |
|
|
2023
Q2 | $58K | Sell |
1,406
-1,240
| -47% | -$51.2K | ﹤0.01% | 655 |
|
|
2023
Q1 | $128K | Buy |
2,646
+132
| +5% | +$6.39K | ﹤0.01% | 691 |
|
|
2022
Q4 | $108K | Buy |
2,514
+793
| +46% | +$34.1K | ﹤0.01% | 638 |
|
|
2022
Q3 | $78K | Buy |
1,721
+552
| +47% | +$25K | ﹤0.01% | 615 |
|
|
2022
Q2 | $52K | Buy |
+1,169
| New | +$52K | ﹤0.01% | 674 |
|