Cambridge Investment Research 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.86M | Sell |
28,090
-1,997
| -7% | -$138K | ﹤0.01% | 1642 |
|
|
2025
Q4 | $2.11M | Sell |
30,087
-2,168
| -7% | -$160K | 0.01% | 1476 |
|
|
2025
Q3 | $2.47M | Buy |
32,255
+4,826
| +18% | +$344K | 0.01% | 1348 |
|
|
2025
Q2 | $2.02M | Buy |
27,429
+2,935
| +12% | +$210K | 0.01% | 1434 |
|
|
2025
Q1 | $1.74M | Sell |
24,494
-3,541
| -13% | -$217K | 0.01% | 1440 |
|
|
2024
Q4 | $1.64M | Sell |
28,035
-910
| -3% | -$54.5K | 0.01% | 1504 |
|
|
2024
Q3 | $1.64M | Buy |
28,945
+1,093
| +4% | +$61.4K | 0.01% | 1501 |
|
|
2024
Q2 | $1.46M | Sell |
27,852
-68,517
| -71% | -$3.67M | 0.01% | 1507 |
|
|
2024
Q1 | $5.68M | Buy |
96,369
+53,248
| +123% | +$2.88M | 0.02% | 683 |
|
|
2023
Q4 | $2.03M | Buy |
43,121
+22,400
| +108% | +$1.02M | 0.01% | 1186 |
|
|
2023
Q3 | $877K | Sell |
20,721
-462
| -2% | -$19.1K | ﹤0.01% | 1660 |
|
|
2023
Q2 | $841K | Sell |
21,183
-1,425
| -6% | -$56K | ﹤0.01% | 1728 |
|
|
2023
Q1 | $938K | Sell |
22,608
-2,108
| -9% | -$94.3K | ﹤0.01% | 1615 |
|
|
2022
Q4 | $1.2M | Buy |
24,716
+5,319
| +27% | +$257K | 0.01% | 1392 |
|
|
2022
Q3 | $835K | Buy |
19,397
+2,690
| +16% | +$117K | ﹤0.01% | 1596 |
|
|
2022
Q2 | $760K | Sell |
16,707
-1,104
| -6% | -$50.2K | ﹤0.01% | 1662 |
|
|
2022
Q1 | $791K | Buy |
17,811
+679
| +4% | +$27.1K | ﹤0.01% | 1749 |
|
|
2021
Q4 | $627K | Buy |
17,132
+219
| +1% | +$7.76K | ﹤0.01% | 1932 |
|
|
2021
Q3 | $550K | Buy |
16,913
+1,680
| +11% | +$55.4K | ﹤0.01% | 1970 |
|
|
2021
Q2 | $504K | Buy |
+15,233
| New | +$527K | ﹤0.01% | 2057 |
|
|
2021
Q1 | – | Sell |
-16,209
| Closed | -$478K | – | 3001 |
|
|
2020
Q4 | $478K | Buy |
16,209
+6,574
| +68% | +$190K | ﹤0.01% | 1797 |
|
|
2020
Q3 | $262K | Buy |
9,635
+1,566
| +19% | +$42.9K | ﹤0.01% | 2040 |
|
|
2020
Q2 | $205K | Buy |
+8,069
| New | +$198K | ﹤0.01% | 2158 |
|
|
2016
Q1 | – | Sell |
-24,337
| Closed | -$395K | – | 1662 |
|
|
2015
Q4 | $395K | Buy |
+24,337
| New | +$397K | 0.01% | 983 |
|
|
2015
Q3 | – | Sell |
-15,032
| Closed | -$231K | – | 1594 |
|
|
2015
Q2 | $231K | Buy |
15,032
+958
| +7% | +$14.3K | 0.01% | 1198 |
|
|
2015
Q1 | $211K | Buy |
14,074
+520
| +4% | +$7.73K | 0.01% | 1220 |
|
|
2014
Q4 | $206K | Buy |
+13,554
| New | +$204K | 0.01% | 1205 |
|
|
2014
Q1 | – | Sell |
-20,793
| Closed | -$267K | – | 1348 |
|
|
2013
Q4 | $267K | Sell |
20,793
-36,423
| -64% | -$467K | 0.01% | 935 |
|
|
2013
Q3 | $727K | Buy |
57,216
+3,996
| +8% | +$50.1K | 0.03% | 478 |
|
|
2013
Q2 | $644K | Buy |
+53,220
| New | +$670K | 0.03% | 444 |
|
Other funds holding WRB
MSI
VCM
VPM
