Claro Advisors’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 | – | Sell |
-9,794
| Closed | -$697K | – | 525 |
|
|
2025
Q1 | $697K | Sell |
9,794
-1,077
| -10% | -$76.6K | 0.09% | 201 |
|
|
2024
Q4 | $636K | Sell |
10,871
-3,093
| -22% | -$181K | 0.09% | 208 |
|
|
2024
Q3 | $792K | Buy |
13,964
+498
| +4% | +$28.3K | 0.1% | 194 |
|
|
2024
Q2 | $705K | Sell |
13,466
-1,150
| -8% | -$60.2K | 0.11% | 190 |
|
|
2024
Q1 | $862K | Sell |
14,616
-132
| -0.9% | -$7.78K | 0.15% | 156 |
|
|
2023
Q4 | $695K | Buy |
14,748
+234
| +2% | +$11K | 0.15% | 159 |
|
|
2023
Q3 | $614K | Buy |
+14,514
| New | +$614K | 0.15% | 159 |
|