Cumberland 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 | $864K | Hold |
11,765
| – | – | 0.06% | 139 |
|
|
2025
Q1 | $837K | Sell |
11,765
-36,270
| -76% | -$2.58M | 0.06% | 137 |
|
|
2024
Q4 | $2.81M | Buy |
48,035
+13,000
| +37% | +$761K | 0.2% | 79 |
|
|
2024
Q3 | $1.99M | Buy |
+35,035
| New | +$1.99M | 0.14% | 99 |
|
|
2024
Q2 | – | Sell |
-19,500
| Closed | -$1.15M | – | 210 |
|
|
2024
Q1 | $1.15M | Sell |
19,500
-10,500
| -35% | -$619K | 0.08% | 117 |
|
|
2023
Q4 | $1.41M | Buy |
30,000
+4,500
| +18% | +$212K | 0.13% | 107 |
|
|
2023
Q3 | $1.08M | Buy |
+25,500
| New | +$1.08M | 0.1% | 113 |
|
|
2023
Q1 | – | Sell |
-16,500
| Closed | -$798K | – | 196 |
|
|
2022
Q4 | $798K | Buy |
+16,500
| New | +$798K | 0.08% | 119 |
|