Clarius Group LLC’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 | $265K | Buy |
3,601
+32
| +0.9% | +$2.35K | 0.02% | 390 |
|
|
2025
Q1 | $254K | Buy |
3,569
+19
| +0.5% | +$1.35K | 0.02% | 395 |
|
|
2024
Q4 | $208K | Buy |
3,550
+1
| +0% | +$59 | 0.01% | 420 |
|
|
2024
Q3 | $201K | Buy |
+3,549
| New | +$201K | 0.01% | 432 |
|
|
2024
Q2 | – | Sell |
-3,735
| Closed | -$220K | – | 499 |
|
|
2024
Q1 | $220K | Buy |
+3,735
| New | +$220K | 0.02% | 427 |
|
|
2023
Q3 | – | Sell |
-5,505
| Closed | -$219K | – | 513 |
|
|
2023
Q2 | $219K | Buy |
+5,505
| New | +$219K | 0.02% | 467 |
|