Curi RMB Capital’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 | $15.6M | Buy |
+212,066
| New | +$15.6M | 0.3% | 92 |
|
|
2025
Q1 | – | Sell |
-3,713
| Closed | -$217K | – | 562 |
|
|
2024
Q4 | $217K | Buy |
3,713
+36
| +1% | +$2.11K | 0.01% | 502 |
|
|
2024
Q3 | $209K | Buy |
+3,677
| New | +$209K | ﹤0.01% | 527 |
|
|
2024
Q2 | – | Sell |
-3,627
| Closed | -$214K | – | 573 |
|
|
2024
Q1 | $214K | Buy |
+3,627
| New | +$214K | ﹤0.01% | 545 |
|