Citadel Investment Advisory’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 | $1.11M | Buy |
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|
2025
Q2 | $656K | Sell |
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|
2025
Q1 | $647K | Hold |
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|
2024
Q4 | $532K | Hold |
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|
2024
Q3 | $516K | Sell |
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|
2024
Q2 | $477K | Hold |
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|
2024
Q1 | $536K | Hold |
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|
2023
Q4 | $429K | Hold |
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|
2023
Q3 | $385K | Hold |
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|
2023
Q2 | $361K | Sell |
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|
2023
Q1 | $406K | Hold |
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|
2022
Q4 | $473K | Sell |
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|
2022
Q3 | $428K | Hold |
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|
2022
Q2 | $441K | Hold |
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|
2022
Q1 | $441K | Sell |
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|
2021
Q4 | $374K | Hold |
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|
2021
Q3 | $332K | Hold |
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|
2021
Q2 | $338K | Hold |
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|
2021
Q1 | $342K | Hold |
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|
2020
Q4 | $302K | Buy |
|