CVA Family Office’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 | $55K | Buy |
830
+378
| +84% | +$26K | 0.01% | 574 |
|
|
2025
Q4 | $31.7K | Sell |
452
-7
| -2% | -$516 | ﹤0.01% | 617 |
|
|
2025
Q3 | $35.2K | Sell |
459
-18
| -4% | -$1.28K | ﹤0.01% | 599 |
|
|
2025
Q2 | $35K | Sell |
477
-52
| -10% | -$3.73K | ﹤0.01% | 593 |
|
|
2025
Q1 | $37.6K | Buy |
529
+49
| +10% | +$3K | 0.01% | 568 |
|
|
2024
Q4 | $28.1K | Buy |
480
+91
| +23% | +$5.45K | ﹤0.01% | 621 |
|
|
2024
Q3 | $22.1K | Sell |
389
-10
| -3% | -$561 | ﹤0.01% | 639 |
|
|
2024
Q2 | $20.9K | Buy |
399
+9
| +2% | +$482 | ﹤0.01% | 630 |
|
|
2024
Q1 | $23K | Hold |
390
| – | – | ﹤0.01% | 617 |
|
|
2023
Q4 | $18.4K | Buy |
+390
| New | +$17.8K | ﹤0.01% | 641 |
|
|
2023
Q3 | – | Sell |
-509
| Closed | -$20.2K | – | 962 |
|
|
2023
Q2 | $20.2K | Buy |
509
+26
| +5% | +$1.02K | ﹤0.01% | 616 |
|
|
2023
Q1 | $20K | Sell |
483
-8
| -2% | -$358 | ﹤0.01% | 592 |
|
|
2022
Q4 | $23.7K | Buy |
491
+8
| +2% | +$386 | 0.01% | 529 |
|
|
2022
Q3 | $21K | Hold |
483
| – | – | 0.01% | 517 |
|
|
2022
Q2 | $22K | Hold |
483
| – | – | 0.01% | 525 |
|
|
2022
Q1 | $21K | Buy |
483
+202
| +72% | +$8.06K | 0.01% | 554 |
|
|
2021
Q4 | $10K | Buy |
+281
| New | +$9.96K | ﹤0.01% | 659 |
|
|
2021
Q3 | – | Sell |
-281
| Closed | -$9K | – | 894 |
|
|
2021
Q2 | $9K | Sell |
281
-45
| -14% | -$1.56K | ﹤0.01% | 685 |
|
|
2021
Q1 | $11K | Buy |
+326
| New | +$10.1K | ﹤0.01% | 522 |
|
Other funds holding WRB
MSI
VCM
VPM
