Cetera Investment Advisers’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 | $4.55M | Buy |
61,960
+5,540
| +10% | +$407K | 0.01% | 1248 |
|
|
2025
Q1 | $4.01M | Buy |
56,420
+167
| +0.3% | +$11.9K | 0.01% | 1255 |
|
|
2024
Q4 | $3.29M | Buy |
56,253
+9,534
| +20% | +$558K | 0.01% | 1297 |
|
|
2024
Q3 | $2.65M | Sell |
46,719
-1,052
| -2% | -$59.7K | 0.01% | 1405 |
|
|
2024
Q2 | $2.5M | Sell |
47,771
-17,238
| -27% | -$903K | 0.01% | 1404 |
|
|
2024
Q1 | $3.83M | Buy |
65,009
+44,955
| +224% | +$2.65M | 0.01% | 1126 |
|
|
2023
Q4 | $945K | Buy |
20,054
+183
| +0.9% | +$8.63K | 0.01% | 1130 |
|
|
2023
Q3 | $841K | Buy |
19,871
+2,021
| +11% | +$85.5K | 0.01% | 1124 |
|
|
2023
Q2 | $709K | Buy |
17,850
+5,557
| +45% | +$221K | 0.01% | 1247 |
|
|
2023
Q1 | $510K | Sell |
12,293
-15,508
| -56% | -$644K | ﹤0.01% | 1415 |
|
|
2022
Q4 | $1.35M | Sell |
27,801
-4,155
| -13% | -$201K | 0.01% | 863 |
|
|
2022
Q3 | $1K | Buy |
31,956
+19,474
| +156% | +$609 | ﹤0.01% | 1714 |
|
|
2022
Q2 | $568K | Sell |
12,482
-33
| -0.3% | -$1.5K | 0.01% | 1023 |
|
|
2022
Q1 | $556K | Buy |
12,515
+5,040
| +67% | +$224K | 0.01% | 1097 |
|
|
2021
Q4 | $274K | Sell |
7,475
-1,404
| -16% | -$51.5K | ﹤0.01% | 1543 |
|
|
2021
Q3 | $289K | Sell |
8,879
-2,490
| -22% | -$81K | ﹤0.01% | 1463 |
|
|
2021
Q2 | $376K | Buy |
11,369
+2,875
| +34% | +$95.1K | 0.01% | 1283 |
|
|
2021
Q1 | $284K | Sell |
8,494
-439
| -5% | -$14.7K | 0.01% | 1282 |
|
|
2020
Q4 | $264K | Buy |
+8,933
| New | +$264K | 0.01% | 1308 |
|