Citizens Financial Group’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 | $284K | Buy |
3,856
+442
| +13% | +$32.6K | ﹤0.01% | 589 |
|
|
2025
Q1 | $243K | Sell |
3,414
-16
| -0.5% | -$1.14K | ﹤0.01% | 547 |
|
|
2024
Q4 | $201K | Buy |
+3,430
| New | +$201K | ﹤0.01% | 561 |
|
|
2021
Q2 | – | Sell |
-6,896
| Closed | -$231K | – | 365 |
|
|
2021
Q1 | $231K | Buy |
+6,896
| New | +$231K | 0.01% | 285 |
|
|
2020
Q3 | – | Sell |
-3,092
| Closed | -$79K | – | 946 |
|
|
2020
Q2 | $79K | Hold |
3,092
| – | – | 0.01% | 397 |
|
|
2020
Q1 | $72K | Buy |
3,092
+156
| +5% | +$3.63K | 0.01% | 370 |
|
|
2019
Q4 | $90K | Hold |
2,936
| – | – | 0.01% | 344 |
|
|
2019
Q3 | $94K | Hold |
2,936
| – | – | 0.01% | 296 |
|
|
2019
Q2 | $87K | Hold |
2,936
| – | – | 0.01% | 297 |
|
|
2019
Q1 | $74K | Buy |
+2,936
| New | +$74K | 0.01% | 315 |
|