CIBC Private Wealth Group’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Sell |
40,892
-491
| -1% | -$36.1K | 0.01% | 494 |
|
|
2025
Q1 | $2.7M | Sell |
41,383
-2,477
| -6% | -$162K | 0.01% | 491 |
|
|
2024
Q4 | $2.55M | Buy |
43,860
+688
| +2% | +$40K | ﹤0.01% | 526 |
|
|
2024
Q3 | $2.45M | Buy |
43,172
+3,977
| +10% | +$226K | ﹤0.01% | 532 |
|
|
2024
Q2 | $2.08M | Sell |
39,195
-669
| -2% | -$35.5K | ﹤0.01% | 535 |
|
|
2024
Q1 | $2.33M | Buy |
39,864
+49
| +0.1% | +$2.86K | ﹤0.01% | 519 |
|
|
2023
Q4 | $1.88M | Hold |
39,815
| – | – | ﹤0.01% | 525 |
|
|
2023
Q3 | $1.69M | Buy |
39,815
+408
| +1% | +$17.3K | ﹤0.01% | 523 |
|
|
2023
Q2 | $1.56M | Buy |
39,407
+861
| +2% | +$34.2K | ﹤0.01% | 528 |
|
|
2023
Q1 | $1.6M | Buy |
38,546
+2,093
| +6% | +$86.9K | ﹤0.01% | 551 |
|
|
2022
Q4 | $1.74M | Buy |
36,453
+223
| +0.6% | +$10.7K | 0.01% | 445 |
|
|
2022
Q3 | $1.56M | Hold |
36,230
| – | – | ﹤0.01% | 520 |
|
|
2022
Q2 | $1.65M | Sell |
36,230
-5,959
| -14% | -$271K | ﹤0.01% | 524 |
|
|
2022
Q1 | $1.87M | Buy |
42,189
+6,976
| +20% | +$310K | ﹤0.01% | 536 |
|
|
2021
Q4 | $1.29M | Buy |
35,213
+230
| +0.7% | +$8.43K | ﹤0.01% | 606 |
|
|
2021
Q3 | $1.14M | Sell |
34,983
-9,000
| -20% | -$293K | ﹤0.01% | 596 |
|
|
2021
Q2 | $1.46M | Hold |
43,983
| – | – | ﹤0.01% | 586 |
|
|
2021
Q1 | $1.47M | Sell |
43,983
-54
| -0.1% | -$1.81K | ﹤0.01% | 596 |
|
|
2020
Q4 | $1.3M | Buy |
44,037
+8,755
| +25% | +$259K | ﹤0.01% | 582 |
|
|
2020
Q3 | $958K | Sell |
35,282
-435
| -1% | -$11.8K | ﹤0.01% | 560 |
|
|
2020
Q2 | $910K | Buy |
35,717
+279
| +0.8% | +$7.11K | ﹤0.01% | 465 |
|
|
2020
Q1 | $822K | Buy |
35,438
+986
| +3% | +$22.9K | ﹤0.01% | 539 |
|
|
2019
Q4 | $1.06M | Sell |
34,452
-4,804
| -12% | -$148K | ﹤0.01% | 574 |
|
|
2019
Q3 | $1.26M | Buy |
39,256
+221
| +0.6% | +$7.09K | ﹤0.01% | 533 |
|
|
2019
Q2 | $1.14M | Sell |
39,035
-4
| -0% | -$117 | ﹤0.01% | 549 |
|
|
2019
Q1 | $980K | Sell |
39,039
-3,459
| -8% | -$86.8K | ﹤0.01% | 595 |
|
|
2018
Q4 | $931K | Sell |
42,498
-125
| -0.3% | -$2.74K | ﹤0.01% | 579 |
|
|
2018
Q3 | $1.01M | Buy |
42,623
+3,557
| +9% | +$84.3K | ﹤0.01% | 658 |
|
|
2018
Q2 | $839K | Sell |
39,066
-557
| -1% | -$12K | ﹤0.01% | 679 |
|
|
2018
Q1 | $854K | Sell |
39,623
-243
| -0.6% | -$5.24K | ﹤0.01% | 670 |
|
|
2017
Q4 | $846K | Buy |
39,866
+2,042
| +5% | +$43.3K | ﹤0.01% | 684 |
|
|
2017
Q3 | $748K | Buy |
37,824
+51
| +0.1% | +$1.01K | ﹤0.01% | 702 |
|
|
2017
Q2 | $775K | Sell |
37,773
-527
| -1% | -$10.8K | ﹤0.01% | 495 |
|
|
2017
Q1 | $802K | Buy |
38,300
+527
| +1% | +$11K | 0.01% | 472 |
|
|
2016
Q4 | $744K | Hold |
37,773
| – | – | ﹤0.01% | 478 |
|
|
2016
Q3 | $646K | Hold |
37,773
| – | – | ﹤0.01% | 500 |
|
|
2016
Q2 | $671K | Hold |
37,773
| – | – | ﹤0.01% | 503 |
|
|
2016
Q1 | $629K | Sell |
37,773
-591
| -2% | -$9.84K | ﹤0.01% | 502 |
|
|
2015
Q4 | $623K | Hold |
38,364
| – | – | ﹤0.01% | 498 |
|
|
2015
Q3 | $619K | Hold |
38,364
| – | – | 0.01% | 507 |
|
|
2015
Q2 | $591K | Sell |
38,364
-597
| -2% | -$9.2K | ﹤0.01% | 539 |
|
|
2015
Q1 | $584K | Buy |
38,961
+1,188
| +3% | +$17.8K | ﹤0.01% | 529 |
|
|
2014
Q4 | $574K | Hold |
37,773
| – | – | ﹤0.01% | 526 |
|
|
2014
Q3 | $535K | Hold |
37,773
| – | – | ﹤0.01% | 529 |
|
|
2014
Q2 | $518K | Hold |
37,773
| – | – | ﹤0.01% | 514 |
|
|
2014
Q1 | $461K | Buy |
+37,773
| New | +$461K | ﹤0.01% | 516 |
|