Brighton Jones LLC’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 | $2.39M | Buy |
32,571
+2,493
| +8% | +$183K | 0.06% | 170 |
|
|
2025
Q1 | $2.14M | Sell |
30,078
-20,425
| -40% | -$1.45M | 0.07% | 162 |
|
|
2024
Q4 | $2.96M | Buy |
50,503
+21,737
| +76% | +$1.27M | 0.09% | 121 |
|
|
2024
Q3 | $1.63M | Buy |
28,766
+9,447
| +49% | +$536K | 0.06% | 158 |
|
|
2024
Q2 | $1.01M | Buy |
19,319
+318
| +2% | +$16.7K | 0.03% | 224 |
|
|
2024
Q1 | $1.12M | Sell |
19,001
-951
| -5% | -$56.1K | 0.04% | 210 |
|
|
2023
Q4 | $941K | Buy |
+19,952
| New | +$941K | 0.04% | 217 |
|
|
2022
Q1 | – | Sell |
-7,025
| Closed | -$257K | – | 555 |
|
|
2021
Q4 | $257K | Sell |
7,025
-33,646
| -83% | -$1.23M | 0.01% | 423 |
|
|
2021
Q3 | $1.32M | Buy |
+40,671
| New | +$1.32M | 0.07% | 129 |
|