Cary Street Partners Investment Advisory’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 | $191K | Sell |
2,606
-311
| -11% | -$22.8K | 0.09% | 251 |
|
|
2025
Q1 | $208K | Buy |
+2,917
| New | +$208K | 0.12% | 207 |
|
|
2023
Q4 | – | Sell |
-1,391
| Closed | -$58.9K | – | 1792 |
|
|
2023
Q3 | $58.9K | Buy |
+1,391
| New | +$58.9K | ﹤0.01% | 821 |
|
|
2023
Q2 | – | Sell |
-300
| Closed | -$12.5K | – | 1803 |
|
|
2023
Q1 | $12.5K | Buy |
+300
| New | +$12.5K | ﹤0.01% | 1093 |
|