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
2025
Q3
$35.2K Sell
2025
Q2
$35K Sell
2025
Q1
$37.6K Buy
2024
Q4
$28.1K Buy
2024
Q3
$22.1K Sell
2024
Q2
$20.9K Buy
2024
Q1
$23K Hold
2023
Q4
$18.4K Buy
2023
Q3
Sell
2023
Q2
$20.2K Buy
2023
Q1
$20K Sell
2022
Q4
$23.7K Buy
2022
Q3
$21K Hold
2022
Q2
$22K Hold
2022
Q1
$21K Buy
2021
Q4
$10K Buy
2021
Q3
Sell
2021
Q2
$9K Sell
2021
Q1
$11K Buy