Bradley Foster & Sargent’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $715K | Hold |
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|
2025
Q2 | $686K | Sell |
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|
2025
Q1 | $694K | Hold |
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|
2024
Q4 | $570K | Hold |
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|
2024
Q3 | $553K | Sell |
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|
2024
Q2 | $511K | Buy |
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|
2024
Q1 | $570K | Buy |
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|
2023
Q4 | $437K | Sell |
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|
2023
Q3 | $412K | Hold |
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|
2023
Q2 | $412K | Hold |
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|
2023
Q1 | $431K | Hold |
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|
2022
Q4 | $503K | Buy |
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|
2022
Q3 | $396K | Buy |
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|
2022
Q2 | $408K | Hold |
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|
2022
Q1 | $398K | Sell |
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|
2021
Q4 | $328K | Hold |
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|
2021
Q3 | $292K | Sell |
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|
2021
Q2 | $1.72M | Sell |
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|
2021
Q1 | $1.75M | Sell |
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|
2020
Q4 | $1.74M | Hold |
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|
2020
Q3 | $1.6M | Buy |
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|
2020
Q1 | $1.37M | Buy |
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|
2019
Q4 | $1.64M | Hold |
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|
2019
Q3 | $1.72M | Buy |
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|
2019
Q2 | $1.44M | Sell |
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|
2019
Q1 | $1.23M | Hold |
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|
2018
Q4 | $1.08M | Sell |
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|
2018
Q3 | $1.17M | Hold |
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|
2018
Q2 | $1.06M | Buy |
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|
2018
Q1 | $1.04M | Sell |
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|
2017
Q4 | $1.17M | Sell |
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|
2017
Q3 | $1.11M | Hold |
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|
2017
Q2 | $1.15M | Sell |
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|
2017
Q1 | $1.19M | Buy |
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|
2016
Q4 | $1.09M | Hold |
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|
2016
Q3 | $948K | Buy |
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|
2016
Q2 | $851K | Hold |
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|
2016
Q1 | $798K | Sell |
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|
2015
Q4 | $887K | Buy |
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|
2015
Q3 | $767K | Buy |
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|
2015
Q2 | $707K | Sell |
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|
2015
Q1 | $736K | Hold |
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|
2014
Q4 | $747K | Hold |
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|
2014
Q3 | $697K | Sell |
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|
2014
Q2 | $693K | Hold |
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|
2014
Q1 | $622K | Hold |
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|
2013
Q4 | $649K | Sell |
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|
2013
Q3 | $642K | Sell |
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|
2013
Q2 | $1.21M | Buy |
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