Cadent Capital Advisors’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 | $419K | Sell |
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|
2025
Q2 | $689K | Sell |
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|
2025
Q1 | $919K | Hold |
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|
2024
Q4 | $755K | Hold |
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|
2024
Q3 | $732K | Sell |
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|
2024
Q2 | $676K | Sell |
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|
2024
Q1 | $762K | Buy |
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|
2023
Q4 | $609K | Hold |
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|
2023
Q3 | $547K | Hold |
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|
2023
Q2 | $513K | Hold |
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|
2023
Q1 | $536K | Sell |
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|
2022
Q4 | $681K | Hold |
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|
2022
Q3 | $606K | Hold |
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|
2022
Q2 | $641K | Hold |
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|
2022
Q1 | $625K | Sell |
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|
2021
Q4 | $516K | Sell |
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|
2021
Q3 | $473K | Hold |
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|
2021
Q2 | $482K | Hold |
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|
2021
Q1 | $488K | Sell |
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|
2020
Q4 | $449K | Buy |
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