Caprock Group’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 | $620K | Buy |
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|
2025
Q1 | $935K | Buy |
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|
2024
Q4 | $542K | Buy |
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|
2024
Q3 | $350K | Buy |
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|
2024
Q2 | $258K | Sell |
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|
2024
Q1 | $320K | Buy |
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|
2023
Q4 | $241K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $247K | Buy |
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|
2022
Q4 | $266K | Sell |
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|
2022
Q3 | $483K | Sell |
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|
2022
Q2 | $554K | Buy |
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