Checchi Capital 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 | $300K | Buy |
4,520
+867
| +24% | +$59.7K | 0.02% | 469 |
|
|
2025
Q4 | $256K | Sell |
3,653
-574
| -14% | -$42.3K | 0.02% | 472 |
|
|
2025
Q3 | $324K | Sell |
4,227
-107
| -2% | -$7.62K | 0.02% | 424 |
|
|
2025
Q2 | $318K | Buy |
4,334
+165
| +4% | +$11.8K | 0.02% | 441 |
|
|
2025
Q1 | $297K | Sell |
4,169
-25
| -0.6% | -$1.53K | 0.02% | 461 |
|
|
2024
Q4 | $245K | Buy |
4,194
+64
| +2% | +$3.83K | 0.02% | 488 |
|
|
2024
Q3 | $234K | Sell |
4,130
-9
| -0.2% | -$505 | 0.02% | 515 |
|
|
2024
Q2 | $217K | Sell |
4,139
-24
| -0.6% | -$1.29K | 0.02% | 515 |
|
|
2024
Q1 | $245K | Sell |
4,163
-889
| -18% | -$48.1K | 0.02% | 493 |
|
|
2023
Q4 | $238K | Buy |
+5,052
| New | +$230K | 0.02% | 488 |
|
|
2023
Q3 | – | Sell |
-5,318
| Closed | -$211K | – | 589 |
|
|
2023
Q2 | $211K | Sell |
5,318
-247
| -4% | -$9.71K | 0.02% | 528 |
|
|
2023
Q1 | $231K | Sell |
5,565
-69
| -1% | -$3.09K | 0.02% | 494 |
|
|
2022
Q4 | $273K | Buy |
5,634
+43
| +0.8% | +$2.07K | 0.03% | 419 |
|
|
2022
Q3 | $241K | Buy |
5,591
+179
| +3% | +$7.77K | 0.03% | 452 |
|
|
2022
Q2 | $226K | Buy |
+5,412
| New | +$246K | 0.02% | 518 |
|
|
2021
Q3 | – | Sell |
-7,472
| Closed | -$247K | – | 553 |
|
|
2021
Q2 | $247K | Buy |
7,472
+76
| +1% | +$2.63K | 0.03% | 445 |
|
|
2021
Q1 | $248K | Buy |
+7,396
| New | +$228K | 0.03% | 425 |
|
|
2016
Q3 | – | Sell |
-6,200
| Closed | -$110K | – | 1226 |
|
|
2016
Q2 | $110K | Sell |
6,200
-975
| -14% | -$16.2K | 0.03% | 545 |
|
|
2016
Q1 | $119K | Buy |
+7,175
| New | +$110K | 0.03% | 520 |
|
Other funds holding WRB
MSI
VCM
VPM
