Capstone Investment 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
Q2 | – | Sell |
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|
2025
Q1 | $4.54M | Sell |
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|
2024
Q4 | $4.15M | Buy |
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|
2024
Q3 | $351K | Buy |
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|
2024
Q2 | $296K | Buy |
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|
2024
Q1 | $327K | Buy |
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|
2023
Q4 | $219K | Buy |
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|
2023
Q3 | – | Hold |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $0 | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $325K | Buy |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $42K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $821K | Buy |
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