Cannell & Spears’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 | $212K | Buy |
2,890
+13
| +0.5% | +$955 | ﹤0.01% | 363 |
|
|
2025
Q1 | $205K | Buy |
+2,877
| New | +$205K | ﹤0.01% | 367 |
|
|
2024
Q2 | – | Sell |
-79,391
| Closed | -$4.68M | – | 397 |
|
|
2024
Q1 | $4.68M | Buy |
79,391
+12,791
| +19% | +$754K | 0.1% | 129 |
|
|
2023
Q4 | $3.14M | Sell |
66,600
-1,089
| -2% | -$51.3K | 0.25% | 46 |
|
|
2023
Q3 | $2.87M | Sell |
67,689
-818
| -1% | -$34.6K | 0.25% | 48 |
|
|
2023
Q2 | $2.72M | Buy |
+68,507
| New | +$2.72M | 0.22% | 49 |
|