Crossmark Global Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.62M | Sell |
24,436
-270
| -1% | -$18.6K | 0.02% | 482 |
|
|
2025
Q4 | $1.73M | Buy |
24,706
+839
| +4% | +$61.8K | 0.02% | 467 |
|
|
2025
Q3 | $1.83M | Buy |
23,867
+98
| +0.4% | +$6.98K | 0.03% | 475 |
|
|
2025
Q2 | $1.75M | Sell |
23,769
-1,144
| -5% | -$82K | 0.03% | 462 |
|
|
2025
Q1 | $1.77M | Sell |
24,913
-515
| -2% | -$31.6K | 0.03% | 449 |
|
|
2024
Q4 | $1.49M | Sell |
25,428
-654
| -3% | -$39.2K | 0.03% | 470 |
|
|
2024
Q3 | $1.48M | Buy |
26,082
+171
| +0.7% | +$9.6K | 0.03% | 479 |
|
|
2024
Q2 | $1.36M | Sell |
25,911
-602
| -2% | -$32.2K | 0.03% | 500 |
|
|
2024
Q1 | $1.56M | Sell |
26,513
-883
| -3% | -$47.8K | 0.03% | 488 |
|
|
2023
Q4 | $1.29M | Sell |
27,396
-620
| -2% | -$28.3K | 0.03% | 527 |
|
|
2023
Q3 | $1.18M | Buy |
28,016
+72
| +0.3% | +$2.98K | 0.03% | 532 |
|
|
2023
Q2 | $1.16M | Buy |
27,944
+447
| +2% | +$17.6K | 0.03% | 549 |
|
|
2023
Q1 | $1.14M | Sell |
27,497
-103
| -0.4% | -$4.61K | 0.03% | 544 |
|
|
2022
Q4 | $1.33M | Buy |
27,600
+4,683
| +20% | +$226K | 0.03% | 496 |
|
|
2022
Q3 | $987K | Buy |
22,917
+714
| +3% | +$31K | 0.03% | 548 |
|
|
2022
Q2 | $1.01M | Buy |
22,203
+1,993
| +10% | +$90.6K | 0.03% | 560 |
|
|
2022
Q1 | $897K | Buy |
20,210
+936
| +5% | +$37.3K | 0.02% | 667 |
|
|
2021
Q4 | $706K | Buy |
19,274
+945
| +5% | +$33.5K | 0.02% | 764 |
|
|
2021
Q3 | $596K | Buy |
18,329
+180
| +1% | +$5.93K | 0.01% | 835 |
|
|
2021
Q2 | $600K | Buy |
18,149
+23
| +0.1% | +$796 | 0.01% | 828 |
|
|
2021
Q1 | $607K | Sell |
18,126
-585
| -3% | -$18K | 0.02% | 803 |
|
|
2020
Q4 | $552K | Sell |
18,711
-1,384
| -7% | -$39.9K | 0.01% | 807 |
|
|
2020
Q3 | $546K | Sell |
20,095
-337
| -2% | -$9.24K | 0.02% | 730 |
|
|
2020
Q2 | $520K | Buy |
20,432
+884
| +5% | +$21.7K | 0.02% | 737 |
|
|
2020
Q1 | $453K | Buy |
19,548
+5,204
| +36% | +$155K | 0.02% | 684 |
|
|
2019
Q4 | $441K | Sell |
14,344
-16,279
| -53% | -$503K | 0.01% | 869 |
|
|
2019
Q3 | $983K | Sell |
30,623
-1,788
| -6% | -$55.9K | 0.03% | 538 |
|
|
2019
Q2 | $950K | Sell |
32,411
-17,141
| -35% | -$469K | 0.03% | 567 |
|
|
2019
Q1 | $829K | Buy |
49,552
+15,269
| +45% | +$360K | 0.02% | 604 |
|
|
2018
Q4 | $751K | Sell |
34,283
-11,340
| -25% | -$255K | 0.02% | 611 |
|
|
2018
Q3 | $1.08M | Buy |
45,623
+1,181
| +3% | +$26.8K | 0.03% | 577 |
|
|
2018
Q2 | $953K | Sell |
44,442
-1,283
| -3% | -$28.5K | 0.03% | 615 |
|
|
2018
Q1 | $985K | Sell |
45,725
-4,347
| -9% | -$90.7K | 0.03% | 620 |
|
|
2017
Q4 | $1.06M | Buy |
50,072
+1,546
| +3% | +$31.6K | 0.03% | 626 |
|
|
2017
Q3 | $960K | Buy |
+48,526
| New | +$972K | 0.02% | 625 |
|
|
2016
Q3 | $960K | Buy |
+48,526
| New | +$839K | 0.02% | 625 |
|
Other funds holding WRB
MSI
VCM
VPM
