CX Institutional’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 | $324K | Sell |
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|
2025
Q2 | $318K | Sell |
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|
2025
Q1 | $312K | Buy |
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|
2024
Q4 | $207K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $2.8M | Buy |
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|
2024
Q1 | $3.12M | Buy |
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|
2023
Q4 | $120K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.64M | Buy |
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|
2022
Q3 | $1.46M | Buy |
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|
2022
Q2 | $1.46M | Sell |
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|
2022
Q1 | $1.67M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $23K | Buy |
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|
2021
Q2 | $19K | Buy |
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|
2021
Q1 | $17K | Buy |
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|
2020
Q4 | $12K | Buy |
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|
2020
Q3 | $4K | Sell |
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|
2020
Q2 | $6K | Buy |
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|
2020
Q1 | $5K | Buy |
|