Charles Schwab’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 | $142M | Buy |
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|
2025
Q2 | $136M | Buy |
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|
2025
Q1 | $130M | Buy |
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|
2024
Q4 | $105M | Buy |
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|
2024
Q3 | $99.1M | Sell |
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|
2024
Q2 | $134M | Buy |
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|
2024
Q1 | $150M | Buy |
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|
2023
Q4 | $119M | Buy |
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|
2023
Q3 | $104M | Buy |
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|
2023
Q2 | $95.1M | Sell |
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|
2023
Q1 | $101M | Sell |
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|
2022
Q4 | $118M | Buy |
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|
2022
Q3 | $102M | Sell |
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|
2022
Q2 | $108M | Buy |
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|
2022
Q1 | $104M | Buy |
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|
2021
Q4 | $83.5M | Buy |
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|
2021
Q3 | $72.3M | Buy |
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|
2021
Q2 | $71.5M | Buy |
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|
2021
Q1 | $70.7M | Buy |
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|
2020
Q4 | $61.7M | Buy |
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|
2020
Q3 | $56M | Sell |
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|
2020
Q2 | $54.5M | Sell |
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|
2020
Q1 | $50.7M | Buy |
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|
2019
Q4 | $66.4M | Buy |
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|
2019
Q3 | $51.3M | Buy |
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|
2019
Q2 | $46.2M | Buy |
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|
2019
Q1 | $38.5M | Buy |
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|
2018
Q4 | $31.6M | Buy |
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|
2018
Q3 | $33.1M | Buy |
|
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|
2018
Q2 | $28.8M | Buy |
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|
2018
Q1 | $27.9M | Buy |
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|
2017
Q4 | $26.2M | Buy |
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|
2017
Q3 | $23.3M | Buy |
|
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|
2017
Q2 | $23.3M | Buy |
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|
2017
Q1 | $22.9M | Buy |
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|
2016
Q4 | $20.2M | Buy |
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|
2016
Q3 | $16.8M | Buy |
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|
2016
Q2 | $16.8M | Buy |
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|
2016
Q1 | $14.7M | Buy |
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|
2015
Q4 | $13.9M | Buy |
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|
2015
Q3 | $13.4M | Buy |
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|
2015
Q2 | $12.6M | Sell |
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|
2015
Q1 | $37.8M | Buy |
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|
2014
Q4 | $29.2M | Buy |
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|
2014
Q3 | $9.13M | Buy |
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|
2014
Q2 | $8.73M | Buy |
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|
2014
Q1 | $7.58M | Buy |
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|
2013
Q4 | $7.15M | Buy |
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|
2013
Q3 | $6.46M | Buy |
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|
2013
Q2 | $5.83M | Buy |
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