Cerity 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 | $33M | Buy |
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|
2025
Q2 | $26.2M | Sell |
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|
2025
Q1 | $27.5M | Buy |
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|
2024
Q4 | $19.9M | Buy |
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|
2024
Q3 | $19.1M | Buy |
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|
2024
Q2 | $16.5M | Sell |
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|
2024
Q1 | $19.6M | Buy |
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|
2023
Q4 | $13.1M | Buy |
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|
2023
Q3 | $10.6M | Buy |
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|
2023
Q2 | $9.49M | Buy |
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|
2023
Q1 | $8.79M | Buy |
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|
2022
Q4 | $499K | Buy |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $259K | Buy |
|