Caldwell Sutter Capital’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 | $272K | Hold |
3,700
| – | – | 0.12% | 161 |
|
|
2025
Q1 | $263K | Buy |
3,700
+400
| +12% | +$28.5K | 0.13% | 165 |
|
|
2024
Q4 | $193K | Buy |
3,300
+2,125
| +181% | +$124K | 0.09% | 205 |
|
|
2024
Q3 | $66.7K | Buy |
1,175
+500
| +74% | +$28.4K | 0.03% | 324 |
|
|
2024
Q2 | $35.4K | Hold |
675
| – | – | 0.02% | 408 |
|
|
2024
Q1 | $39.8K | Hold |
675
| – | – | 0.02% | 375 |
|
|
2023
Q4 | $31.8K | Hold |
675
| – | – | 0.02% | 397 |
|
|
2023
Q3 | $28.6K | Hold |
675
| – | – | 0.02% | 389 |
|
|
2023
Q2 | $26.8K | Buy |
+675
| New | +$26.8K | 0.01% | 402 |
|