CIBC World Markets’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
Q4 | $2.94M | Buy |
+41,874
| New | +$3.09M | 0.01% | 527 |
|
|
2025
Q2 | $2.78M | Buy |
37,866
+1,440
| +4% | +$103K | 0.02% | 493 |
|
|
2025
Q1 | $2.59M | Sell |
36,426
-11,227
| -24% | -$688K | 0.02% | 443 |
|
|
2024
Q4 | $2.79M | Sell |
47,653
-10,932
| -19% | -$655K | 0.02% | 482 |
|
|
2024
Q3 | $3.32M | Buy |
58,585
+211
| +0.4% | +$11.8K | 0.02% | 414 |
|
|
2024
Q2 | $3.06M | Sell |
58,374
-31,785
| -35% | -$1.7M | 0.02% | 412 |
|
|
2024
Q1 | $5.32M | Buy |
90,159
+19,189
| +27% | +$1.04M | 0.03% | 308 |
|
|
2023
Q4 | $3.35M | Buy |
70,970
+21,959
| +45% | +$1M | 0.02% | 417 |
|
|
2023
Q3 | $2.07M | Sell |
49,011
-12,425
| -20% | -$515K | 0.02% | 362 |
|
|
2023
Q2 | $2.44M | Buy |
61,436
+21,297
| +53% | +$837K | 0.02% | 428 |
|
|
2023
Q1 | $1.67M | Sell |
40,139
-61,174
| -60% | -$2.74M | 0.03% | 400 |
|
|
2022
Q4 | $4.9M | Buy |
101,313
+50,716
| +100% | +$2.45M | 0.03% | 334 |
|
|
2022
Q3 | $2.18M | Sell |
50,597
-20,167
| -28% | -$876K | 0.03% | 263 |
|
|
2022
Q2 | $3.22M | Sell |
70,764
-2,958
| -4% | -$134K | 0.03% | 301 |
|
|
2022
Q1 | $3.27M | Buy |
+73,722
| New | +$2.94M | 0.03% | 327 |
|
|
2021
Q4 | – | Sell |
-83,365
| Closed | -$2.71M | – | 657 |
|
|
2021
Q3 | $2.71M | Buy |
83,365
+3,049
| +4% | +$101K | 0.02% | 381 |
|
|
2021
Q2 | $2.66M | Sell |
80,316
-10,046
| -11% | -$348K | 0.02% | 379 |
|
|
2021
Q1 | $3.03M | Sell |
90,362
-36,950
| -29% | -$1.14M | 0.02% | 377 |
|
|
2020
Q4 | $3.76M | Buy |
127,312
+16,153
| +15% | +$466K | 0.02% | 417 |
|
|
2020
Q3 | $3.02M | Buy |
111,159
+10,449
| +10% | +$286K | 0.03% | 359 |
|
|
2020
Q2 | $2.56M | Buy |
100,710
+10,217
| +11% | +$251K | 0.03% | 355 |
|
|
2020
Q1 | $2.1M | Buy |
90,493
+12,218
| +16% | +$364K | 0.03% | 338 |
|
|
2019
Q4 | $2.4M | Buy |
+78,275
| New | +$2.42M | 0.02% | 550 |
|
Other funds holding WRB
MSI
