Brighton Jones LLC’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 | $2.39M | Sell |
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|
2025
Q2 | $2.39M | Buy |
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|
2025
Q1 | $2.14M | Sell |
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|
2024
Q4 | $2.96M | Buy |
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|
2024
Q3 | $1.63M | Buy |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $1.12M | Sell |
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|
2023
Q4 | $941K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $257K | Sell |
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|
2021
Q3 | $1.32M | Buy |
|