Dimensional Fund Advisors’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 | $250M | Buy |
3,768,180
+129,801
| +4% | +$8.94M | 0.05% | 434 |
|
|
2025
Q4 | $255M | Sell |
3,638,379
-73,046
| -2% | -$5.38M | 0.05% | 423 |
|
|
2025
Q3 | $284M | Buy |
3,711,425
+657,558
| +22% | +$46.8M | 0.06% | 356 |
|
|
2025
Q2 | $224M | Buy |
3,053,867
+3,442
| +0.1% | +$247K | 0.05% | 441 |
|
|
2025
Q1 | $217M | Sell |
3,050,425
-68,897
| -2% | -$4.22M | 0.05% | 423 |
|
|
2024
Q4 | $183M | Buy |
3,119,322
+76,349
| +3% | +$4.57M | 0.04% | 545 |
|
|
2024
Q3 | $173M | Sell |
3,042,973
-13,426
| -0.4% | -$754K | 0.04% | 592 |
|
|
2024
Q2 | $160M | Buy |
3,056,399
+209,382
| +7% | +$11.2M | 0.04% | 572 |
|
|
2024
Q1 | $168M | Sell |
2,847,017
-53,551
| -2% | -$2.9M | 0.05% | 543 |
|
|
2023
Q4 | $137M | Buy |
2,900,568
+207,414
| +8% | +$9.45M | 0.04% | 646 |
|
|
2023
Q3 | $114M | Buy |
2,693,154
+58,311
| +2% | +$2.42M | 0.04% | 694 |
|
|
2023
Q2 | $105M | Buy |
2,634,843
+215,349
| +9% | +$8.47M | 0.03% | 799 |
|
|
2023
Q1 | $100M | Sell |
2,419,494
-42,267
| -2% | -$1.89M | 0.03% | 793 |
|
|
2022
Q4 | $119K | Sell |
2,461,761
-151,874
| -6% | -$7.33M | 0.04% | 651 |
|
|
2022
Q3 | $113M | Sell |
2,613,635
-54,702
| -2% | -$2.37M | 0.04% | 609 |
|
|
2022
Q2 | $121M | Sell |
2,668,337
-417,156
| -14% | -$19M | 0.04% | 579 |
|
|
2022
Q1 | $137M | Sell |
3,085,493
-182,364
| -6% | -$7.27M | 0.04% | 603 |
|
|
2021
Q4 | $120M | Buy |
3,267,857
+12,658
| +0.4% | +$449K | 0.04% | 728 |
|
|
2021
Q3 | $106M | Buy |
3,255,199
+70,029
| +2% | +$2.31M | 0.03% | 783 |
|
|
2021
Q2 | $105M | Sell |
3,185,170
-7,148
| -0.2% | -$247K | 0.03% | 809 |
|
|
2021
Q1 | $107M | Buy |
3,192,318
+183,310
| +6% | +$5.65M | 0.04% | 773 |
|
|
2020
Q4 | $88.8M | Buy |
3,009,008
+68,535
| +2% | +$1.98M | 0.03% | 853 |
|
|
2020
Q3 | $79.9M | Buy |
2,940,473
+76,887
| +3% | +$2.11M | 0.03% | 771 |
|
|
2020
Q2 | $72.9M | Buy |
2,863,586
+6,340
| +0.2% | +$155K | 0.03% | 824 |
|
|
2020
Q1 | $66.3M | Sell |
2,857,246
-628,801
| -18% | -$18.7M | 0.03% | 743 |
|
|
2019
Q4 | $107M | Sell |
3,486,047
-307,444
| -8% | -$9.49M | 0.04% | 667 |
|
|
2019
Q3 | $122M | Sell |
3,793,491
-422,384
| -10% | -$13.2M | 0.05% | 521 |
|
|
2019
Q2 | $124M | Sell |
4,215,875
-476,857
| -10% | -$13M | 0.05% | 512 |
|
|
2019
Q1 | $118M | Sell |
4,692,732
-365,181
| -7% | -$8.61M | 0.05% | 530 |
|
|
2018
Q4 | $111M | Sell |
5,057,913
-115,820
| -2% | -$2.6M | 0.05% | 473 |
|
|
2018
Q3 | $123M | Sell |
5,173,733
-57,763
| -1% | -$1.31M | 0.05% | 533 |
|
|
2018
Q2 | $112M | Sell |
5,231,496
-312,752
| -6% | -$6.95M | 0.04% | 564 |
|
|
2018
Q1 | $119M | Buy |
5,544,248
+183,830
| +3% | +$3.84M | 0.05% | 500 |
|
|
2017
Q4 | $114M | Sell |
5,360,418
-252,298
| -4% | -$5.16M | 0.05% | 529 |
|
|
2017
Q3 | $111M | Buy |
5,612,716
+169,931
| +3% | +$3.4M | 0.05% | 516 |
|
|
2017
Q2 | $112M | Sell |
5,442,785
-159,695
| -3% | -$3.23M | 0.05% | 471 |
|
|
2017
Q1 | $117M | Sell |
5,602,480
-519,730
| -8% | -$10.7M | 0.06% | 442 |
|
|
2016
Q4 | $121M | Sell |
6,122,210
-32,869
| -0.5% | -$590K | 0.06% | 389 |
|
|
2016
Q3 | $105M | Sell |
6,155,079
-148,517
| -2% | -$2.57M | 0.06% | 418 |
|
|
2016
Q2 | $112M | Sell |
6,303,596
-36,932
| -0.6% | -$614K | 0.06% | 339 |
|
|
2016
Q1 | $106M | Sell |
6,340,528
-231,032
| -4% | -$3.55M | 0.06% | 354 |
|
|
2015
Q4 | $107M | Buy |
6,571,560
+249,351
| +4% | +$4.07M | 0.07% | 319 |
|
|
2015
Q3 | $102M | Sell |
6,322,209
-28,046
| -0.4% | -$460K | 0.07% | 331 |
|
|
2015
Q2 | $97.7M | Buy |
6,350,255
+1,057,823
| +20% | +$15.8M | 0.06% | 380 |
|
|
2015
Q1 | $79.2M | Buy |
5,292,432
+1,173,406
| +28% | +$17.4M | 0.05% | 477 |
|
|
2014
Q4 | $62.6M | Buy |
4,119,026
+666,998
| +19% | +$10M | 0.04% | 579 |
|
|
2014
Q3 | $48.9M | Buy |
3,452,028
+872,094
| +34% | +$12.1M | 0.03% | 697 |
|
|
2014
Q2 | $35.4M | Buy |
2,579,934
+732,378
| +40% | +$9.52M | 0.02% | 1028 |
|
|
2014
Q1 | $22.8M | Buy |
1,847,556
+167,673
| +10% | +$2.03M | 0.02% | 1440 |
|
|
2013
Q4 | $21.6M | Buy |
1,679,883
+85,722
| +5% | +$1.1M | 0.02% | 1463 |
|
|
2013
Q3 | $20.2M | Buy |
1,594,161
+46,254
| +3% | +$580K | 0.02% | 1405 |
|
|
2013
Q2 | $18.7M | Buy |
+1,547,907
| New | +$19.5M | 0.02% | 1359 |
|
Other funds holding WRB
MSI
VCM
VPM
