Cynosure Group’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 | $402K | Buy |
5,469
+9
| +0.2% | +$661 | 0.05% | 293 |
|
|
2025
Q1 | $389K | Buy |
5,460
+399
| +8% | +$28.4K | 0.05% | 168 |
|
|
2024
Q4 | $296K | Sell |
5,061
-1,419
| -22% | -$83K | 0.04% | 265 |
|
|
2024
Q3 | $368K | Sell |
6,480
-587
| -8% | -$33.3K | 0.05% | 293 |
|
|
2024
Q2 | $370K | Buy |
7,067
+1,562
| +28% | +$81.8K | 0.06% | 289 |
|
|
2024
Q1 | $325K | Buy |
+5,505
| New | +$325K | 0.06% | 223 |
|