Compass Wealth Management’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
Q2
$979K Hold
2025
Q1
$949K Hold
2024
Q4
$780K Hold
2024
Q3
$756K Sell
2024
Q2
$698K Hold
2024
Q1
$786K Hold
2023
Q4
$629K Hold
2023
Q3
$564K Hold
2023
Q2
$529K Hold
2023
Q1
$553K Hold
2022
Q4
$645K Buy