Cetera Investment Advisers’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 | $5.91M | Buy |
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|
2025
Q2 | $4.55M | Buy |
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|
2025
Q1 | $4.01M | Buy |
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|
2024
Q4 | $3.29M | Buy |
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|
2024
Q3 | $2.65M | Sell |
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|
2024
Q2 | $2.5M | Sell |
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|
2024
Q1 | $3.83M | Buy |
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|
2023
Q4 | $945K | Buy |
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|
2023
Q3 | $841K | Buy |
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|
2023
Q2 | $709K | Buy |
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|
2023
Q1 | $510K | Sell |
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|
2022
Q4 | $1.35M | Sell |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $568K | Sell |
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|
2022
Q1 | $556K | Buy |
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|
2021
Q4 | $274K | Sell |
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|
2021
Q3 | $289K | Sell |
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|
2021
Q2 | $376K | Buy |
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|
2021
Q1 | $284K | Sell |
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|
2020
Q4 | $264K | Buy |
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