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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.25M | Buy |
79,272
+1,258
| +2% | +$86.6K | 0.01% | 1474 |
|
|
2025
Q4 | $5.47M | Buy |
78,014
+915
| +1% | +$67.4K | 0.01% | 1403 |
|
|
2025
Q3 | $5.91M | Buy |
77,099
+15,139
| +24% | +$1.08M | 0.01% | 1307 |
|
|
2025
Q2 | $4.55M | Buy |
61,960
+5,540
| +10% | +$397K | 0.01% | 1248 |
|
|
2025
Q1 | $4.01M | Buy |
56,420
+167
| +0.3% | +$10.2K | 0.01% | 1255 |
|
|
2024
Q4 | $3.29M | Buy |
56,253
+9,534
| +20% | +$571K | 0.01% | 1297 |
|
|
2024
Q3 | $2.65M | Sell |
46,719
-1,052
| -2% | -$59.1K | 0.01% | 1405 |
|
|
2024
Q2 | $2.5M | Sell |
47,771
-17,238
| -27% | -$923K | 0.01% | 1404 |
|
|
2024
Q1 | $3.83M | Buy |
65,009
+44,955
| +224% | +$2.43M | 0.01% | 1126 |
|
|
2023
Q4 | $945K | Buy |
20,054
+183
| +0.9% | +$8.34K | 0.01% | 1130 |
|
|
2023
Q3 | $841K | Buy |
19,871
+2,021
| +11% | +$83.7K | 0.01% | 1124 |
|
|
2023
Q2 | $709K | Buy |
17,850
+5,557
| +45% | +$218K | 0.01% | 1247 |
|
|
2023
Q1 | $510K | Sell |
12,293
-15,508
| -56% | -$694K | ﹤0.01% | 1415 |
|
|
2022
Q4 | $1.35M | Sell |
27,801
-4,155
| -13% | -$200K | 0.01% | 863 |
|
|
2022
Q3 | $1K | Buy |
31,956
+19,474
| +156% | +$845K | ﹤0.01% | 1720 |
|
|
2022
Q2 | $568K | Sell |
12,482
-33
| -0.3% | -$1.5K | 0.01% | 1023 |
|
|
2022
Q1 | $556K | Buy |
12,515
+5,040
| +67% | +$201K | 0.01% | 1097 |
|
|
2021
Q4 | $274K | Sell |
7,475
-1,404
| -16% | -$49.8K | ﹤0.01% | 1543 |
|
|
2021
Q3 | $289K | Sell |
8,879
-2,490
| -22% | -$82.1K | ﹤0.01% | 1463 |
|
|
2021
Q2 | $376K | Buy |
11,369
+2,875
| +34% | +$99.5K | 0.01% | 1283 |
|
|
2021
Q1 | $284K | Sell |
8,494
-439
| -5% | -$13.5K | 0.01% | 1282 |
|
|
2020
Q4 | $264K | Buy |
+8,933
| New | +$258K | 0.01% | 1308 |
|
Other funds holding WRB
MSI
VCM
VPM
