Catalyst Capital Advisors’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 | – | Sell |
-527
| Closed | -$37.5K | – | 477 |
|
|
2025
Q1 | $37.5K | Sell |
527
-199
| -27% | -$14.2K | ﹤0.01% | 387 |
|
|
2024
Q4 | $42.5K | Buy |
+726
| New | +$42.5K | ﹤0.01% | 392 |
|
|
2022
Q2 | – | Sell |
-1,290
| Closed | -$57K | – | 401 |
|
|
2022
Q1 | $57K | Buy |
+1,290
| New | +$57K | ﹤0.01% | 300 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 521 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 522 |
|