Checchi Capital 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 | $318K | Buy |
4,334
+165
| +4% | +$12.1K | 0.02% | 437 |
|
|
2025
Q1 | $297K | Sell |
4,169
-25
| -0.6% | -$1.78K | 0.02% | 457 |
|
|
2024
Q4 | $245K | Buy |
4,194
+64
| +2% | +$3.75K | 0.01% | 484 |
|
|
2024
Q3 | $234K | Sell |
4,130
-9
| -0.2% | -$511 | 0.01% | 511 |
|
|
2024
Q2 | $217K | Sell |
4,139
-24
| -0.6% | -$1.26K | 0.01% | 511 |
|
|
2024
Q1 | $245K | Sell |
4,163
-889
| -18% | -$52.4K | 0.02% | 492 |
|
|
2023
Q4 | $238K | Buy |
+5,052
| New | +$238K | 0.02% | 487 |
|
|
2023
Q3 | – | Sell |
-5,318
| Closed | -$211K | – | 585 |
|
|
2023
Q2 | $211K | Sell |
5,318
-247
| -4% | -$9.81K | 0.02% | 527 |
|
|
2023
Q1 | $231K | Sell |
5,565
-69
| -1% | -$2.86K | 0.02% | 493 |
|
|
2022
Q4 | $273K | Buy |
5,634
+43
| +0.8% | +$2.08K | 0.03% | 419 |
|
|
2022
Q3 | $241K | Buy |
5,591
+179
| +3% | +$7.72K | 0.02% | 448 |
|
|
2022
Q2 | $226K | Buy |
+5,412
| New | +$226K | 0.02% | 514 |
|
|
2021
Q3 | – | Sell |
-7,472
| Closed | -$247K | – | 546 |
|
|
2021
Q2 | $247K | Buy |
7,472
+76
| +1% | +$2.51K | 0.02% | 438 |
|
|
2021
Q1 | $248K | Buy |
+7,396
| New | +$248K | 0.02% | 417 |
|
|
2016
Q3 | – | Sell |
-6,200
| Closed | -$110K | – | 1216 |
|
|
2016
Q2 | $110K | Sell |
6,200
-975
| -14% | -$17.3K | 0.01% | 536 |
|
|
2016
Q1 | $119K | Buy |
+7,175
| New | +$119K | 0.03% | 513 |
|