Carmel Capital Partners’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 | $554K | Sell |
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|
2025
Q2 | $657K | Buy |
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|
2025
Q1 | $446K | Buy |
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|
2024
Q4 | $367K | Buy |
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|
2024
Q3 | $351K | Sell |
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|
2024
Q2 | $324K | Hold |
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|
2024
Q1 | $365K | Hold |
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|
2023
Q4 | $292K | Sell |
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|
2023
Q3 | $273K | Buy |
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|
2023
Q2 | $246K | Sell |
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|
2023
Q1 | $332K | Hold |
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|
2022
Q4 | $386K | Hold |
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|
2022
Q3 | $344K | Hold |
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|
2022
Q2 | $363K | Sell |
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|
2022
Q1 | $380K | Hold |
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|
2021
Q4 | $313K | Buy |
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