Brinker Capital Investments’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 | $982K | Sell |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $915K | Buy |
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|
2024
Q4 | $681K | Buy |
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|
2024
Q3 | $514K | Sell |
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|
2024
Q2 | $492K | Sell |
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|
2024
Q1 | $555K | Sell |
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|
2023
Q4 | $479K | Sell |
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|
2023
Q3 | $425K | Sell |
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|
2023
Q2 | $409K | Sell |
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|
2023
Q1 | $434K | Sell |
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|
2022
Q4 | $526K | Buy |
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|
2022
Q3 | $461K | Buy |
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|
2022
Q2 | $479K | Buy |
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|
2022
Q1 | $466K | Sell |
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|
2021
Q4 | $385K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $289K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $72K | Sell |
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|
2019
Q1 | $62K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $287K | Buy |
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|
2017
Q3 | $264K | Buy |
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