CGC Financial Services’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 | $30.9K | Hold |
421
| – | – | 0.01% | 150 |
|
|
2025
Q1 | $30K | Hold |
421
| – | – | 0.01% | 139 |
|
|
2024
Q4 | $24.6K | Hold |
421
| – | – | 0.01% | 148 |
|
|
2024
Q3 | $23.9K | Sell |
421
-1
| -0.2% | -$57 | 0.01% | 150 |
|
|
2024
Q2 | $22.1K | Hold |
422
| – | – | 0.01% | 150 |
|
|
2024
Q1 | $24.9K | Sell |
422
-1,266
| -75% | -$74.6K | 0.01% | 143 |
|
|
2023
Q4 | $79.6K | Buy |
+1,688
| New | +$79.6K | 0.04% | 85 |
|