Deseret Mutual Benefit Administrators’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 | $27.8K | Hold |
379
| – | – | 0.01% | 396 |
|
|
2025
Q1 | $27K | Hold |
379
| – | – | 0.01% | 395 |
|
|
2024
Q4 | $22.2K | Sell |
379
-23
| -6% | -$1.35K | 0.01% | 422 |
|
|
2024
Q3 | $22.8K | Hold |
402
| – | – | 0.01% | 414 |
|
|
2024
Q2 | $21.1K | Hold |
402
| – | – | 0.01% | 419 |
|
|
2024
Q1 | $23.7K | Hold |
402
| – | – | 0.01% | 415 |
|
|
2023
Q4 | $19K | Sell |
402
-122
| -23% | -$5.75K | 0.01% | 432 |
|
|
2023
Q3 | $22.2K | Hold |
524
| – | – | 0.01% | 426 |
|
|
2023
Q2 | $20.8K | Hold |
524
| – | – | 0.01% | 438 |
|
|
2023
Q1 | $21.7K | Hold |
524
| – | – | 0.01% | 426 |
|
|
2022
Q4 | $25.3K | Sell |
524
-463
| -47% | -$22.4K | 0.01% | 409 |
|
|
2022
Q3 | $42K | Sell |
987
-329
| -25% | -$14K | 0.01% | 420 |
|
|
2022
Q2 | $60K | Hold |
1,316
| – | – | 0.01% | 397 |
|
|
2022
Q1 | $58K | Sell |
1,316
-241
| -15% | -$10.6K | 0.01% | 438 |
|
|
2021
Q4 | $57K | Sell |
1,557
-430
| -22% | -$15.7K | 0.01% | 456 |
|
|
2021
Q3 | $65K | Hold |
1,987
| – | – | 0.01% | 431 |
|
|
2021
Q2 | $66K | Buy |
+1,987
| New | +$66K | 0.02% | 444 |
|