Boston Financial 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
2024
Q4
$57.4M Sell
2024
Q3
$56M Sell
2024
Q2
$52.8M Sell
2024
Q1
$59.7M Sell
2023
Q4
$47.8M Sell
2023
Q3
$44.3M Sell
2023
Q2
$41.7M Sell
2023
Q1
$44.1M Sell
2022
Q4
$67.2M Buy
2022
Q3
$59.5M Buy
2022
Q2
$62.2M Sell
2022
Q1
$61.1M Sell
2021
Q4
$52.2M Sell
2021
Q3
$47M Sell
2021
Q2
$48.3M Buy
2021
Q1
$48.1M Buy
2020
Q4
$42M Sell
2020
Q3
$39.2M Buy
2020
Q2
$36.2M Buy
2020
Q1
$22.7M Buy
2019
Q4
$20.9M Buy
2019
Q3
$21.4M Buy
2019
Q2
$19.1M Buy