Creative Planning’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
Q3 | $8.37M | Buy |
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|
2025
Q2 | $6.46M | Buy |
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|
2025
Q1 | $5.72M | Buy |
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|
2024
Q4 | $4.46M | Buy |
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|
2024
Q3 | $4.2M | Buy |
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|
2024
Q2 | $3.65M | Buy |
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|
2024
Q1 | $3.98M | Buy |
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|
2023
Q4 | $2.76M | Buy |
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|
2023
Q3 | $2.38M | Sell |
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|
2023
Q2 | $2.24M | Buy |
|
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|
2023
Q1 | $2.17M | Buy |
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|
2022
Q4 | $2.24M | Buy |
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|
2022
Q3 | $1.8M | Buy |
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|
2022
Q2 | $1.45M | Buy |
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|
2022
Q1 | $1.32M | Buy |
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|
2021
Q4 | $1.08M | Sell |
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|
2021
Q3 | $968K | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $873K | Buy |
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|
2020
Q2 | $735K | Buy |
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|
2020
Q1 | $647K | Sell |
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|
2019
Q4 | $867K | Sell |
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|
2019
Q3 | $928K | Sell |
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|
2019
Q2 | $891K | Sell |
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|
2019
Q1 | $769K | Sell |
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|
2018
Q4 | $708K | Buy |
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|
2018
Q3 | $647K | Buy |
|
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|
2018
Q2 | $562K | Buy |
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|
2018
Q1 | $561K | Buy |
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|
2017
Q4 | $512K | Buy |
|
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|
2017
Q3 | $476K | Sell |
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|
2017
Q2 | $522K | Buy |
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|
2017
Q1 | $521K | Sell |
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|
2016
Q4 | $531K | Buy |
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|
2016
Q3 | $416K | Buy |
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|
2016
Q2 | $414K | Sell |
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|
2016
Q1 | $405K | Hold |
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|
2015
Q4 | $395K | Buy |
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|
2015
Q3 | $283K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $301K | Buy |
|
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|
2014
Q4 | $211K | Buy |
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|
2014
Q3 | $145K | Buy |
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|
2014
Q2 | $134K | Hold |
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|
2014
Q1 | $120K | Buy |
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|
2013
Q4 | $105K | Buy |
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|
2013
Q3 | $88K | Buy |
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|
2013
Q2 | $82K | Buy |
|