BOK Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.29K | Sell |
110
-187
| -63% | -$12.9K | ﹤0.01% | 971 |
|
|
2025
Q4 | $20.8K | Buy |
297
+77
| +35% | +$5.67K | ﹤0.01% | 923 |
|
|
2025
Q3 | $16.9K | Hold |
220
| – | – | ﹤0.01% | 970 |
|
|
2025
Q2 | $16.2K | Hold |
220
| – | – | ﹤0.01% | 932 |
|
|
2025
Q1 | $15.7K | Sell |
220
-1
| -0.5% | -$61 | ﹤0.01% | 942 |
|
|
2024
Q4 | $12.5K | Hold |
221
| – | – | ﹤0.01% | 948 |
|
|
2024
Q3 | $12.6K | Hold |
221
| – | – | ﹤0.01% | 972 |
|
|
2024
Q2 | $11.6K | Hold |
221
| – | – | ﹤0.01% | 940 |
|
|
2024
Q1 | $12.9K | Sell |
221
-12
| -5% | -$649 | ﹤0.01% | 938 |
|
|
2023
Q4 | $11K | Hold |
233
| – | – | ﹤0.01% | 939 |
|
|
2023
Q3 | $10.4K | Buy |
233
+221
| +1,842% | +$9.15K | ﹤0.01% | 890 |
|
|
2023
Q2 | $476 | Sell |
12
-45
| -79% | -$1.77K | ﹤0.01% | 1051 |
|
|
2023
Q1 | $2.37K | Buy |
+57
| New | +$2.55K | ﹤0.01% | 1108 |
|
|
2021
Q1 | – | Sell |
-9,549
| Closed | -$282K | – | 955 |
|
|
2020
Q4 | $282K | Buy |
+9,549
| New | +$275K | 0.01% | 784 |
|
|
2018
Q2 | – | Sell |
-32,562
| Closed | -$702K | – | 970 |
|
|
2018
Q1 | $702K | Sell |
32,562
-6,878
| -17% | -$144K | 0.02% | 549 |
|
|
2017
Q4 | $838K | Buy |
39,440
+8,778
| +29% | +$179K | 0.02% | 530 |
|
|
2017
Q3 | $607K | Sell |
30,662
-20
| -0.1% | -$400 | 0.02% | 615 |
|
|
2017
Q2 | $629K | Buy |
30,682
+614
| +2% | +$12.4K | 0.02% | 580 |
|
|
2017
Q1 | $629K | Buy |
30,068
+3,152
| +12% | +$64.9K | 0.02% | 595 |
|
|
2016
Q4 | $530K | Buy |
26,916
+1,860
| +7% | +$33.4K | 0.02% | 618 |
|
|
2016
Q3 | $429K | Buy |
25,056
+2,187
| +10% | +$37.8K | 0.01% | 678 |
|
|
2016
Q2 | $406K | Buy |
22,869
+807
| +4% | +$13.4K | 0.01% | 639 |
|
|
2016
Q1 | $367K | Sell |
22,062
-2,508
| -10% | -$38.6K | 0.01% | 651 |
|
|
2015
Q4 | $398K | Buy |
24,570
+1,235
| +5% | +$20.2K | 0.01% | 624 |
|
|
2015
Q3 | $376K | Buy |
23,335
+638
| +3% | +$10.5K | 0.01% | 632 |
|
|
2015
Q2 | $349K | Buy |
22,697
+155
| +0.7% | +$2.31K | 0.01% | 655 |
|
|
2015
Q1 | $337K | Buy |
+22,542
| New | +$335K | 0.01% | 646 |
|
|
2014
Q4 | – | Sell |
-22,970
| Closed | -$326K | – | 805 |
|
|
2014
Q3 | $326K | Sell |
22,970
-1,455
| -6% | -$20.2K | 0.01% | 682 |
|
|
2014
Q2 | $335K | Sell |
24,425
-33,068
| -58% | -$430K | 0.01% | 734 |
|
|
2014
Q1 | $709K | Sell |
57,493
-23,041
| -29% | -$278K | 0.02% | 525 |
|
|
2013
Q4 | $1.04M | Buy |
+80,534
| New | +$1.03M | 0.03% | 431 |
|
Other funds holding WRB
MSI
VCM
VPM
