Convergence Investment Partners’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 | $1.35M | Buy |
18,417
+3,422
| +23% | +$251K | 0.34% | 96 |
|
|
2025
Q1 | $1.07M | Buy |
+14,995
| New | +$1.07M | 0.3% | 120 |
|
|
2022
Q3 | – | Sell |
-3,725
| Closed | -$169K | – | 255 |
|
|
2022
Q2 | $169K | Buy |
+3,725
| New | +$169K | 0.1% | 174 |
|
|
2020
Q1 | – | Sell |
-33,316
| Closed | -$1.02M | – | 271 |
|
|
2019
Q4 | $1.02M | Buy |
33,316
+2,540
| +8% | +$78K | 0.29% | 125 |
|
|
2019
Q3 | $988K | Buy |
+30,776
| New | +$988K | 0.28% | 139 |
|
|
2015
Q1 | – | Sell |
-101,321
| Closed | -$1.54M | – | 424 |
|
|
2014
Q4 | $1.54M | Buy |
+101,321
| New | +$1.54M | 0.21% | 171 |
|