Brown Advisory’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 | $607K | Sell |
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|
2025
Q2 | $582K | Sell |
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|
2025
Q1 | $615K | Buy |
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|
2024
Q4 | $456K | Buy |
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|
2024
Q3 | $442K | Sell |
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|
2024
Q2 | $436K | Buy |
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|
2024
Q1 | $477K | Buy |
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|
2023
Q4 | $359K | Buy |
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|
2023
Q3 | $237K | Buy |
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|
2023
Q2 | $222K | Sell |
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|
2023
Q1 | $289K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $372K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $237K | Hold |
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|
2019
Q3 | $248K | Sell |
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|
2019
Q2 | $252K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $282K | Sell |
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|
2018
Q2 | $1.21M | Buy |
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|
2018
Q1 | $1.13M | Buy |
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|
2017
Q4 | $1.09M | Buy |
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|
2017
Q3 | $953K | Buy |
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|
2017
Q2 | $896K | Buy |
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|
2017
Q1 | $844K | Sell |
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|
2016
Q4 | $935K | Sell |
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|
2016
Q3 | $852K | Buy |
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|
2016
Q2 | $555K | Buy |
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|
2016
Q1 | $413K | Hold |
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|
2015
Q4 | $402K | Buy |
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