Edgestream Partners’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
Q2
Sell
2025
Q1
$6.17M Buy
2024
Q4
Sell
2024
Q3
$2.26M Buy
2024
Q2
Sell
2024
Q1
$1.62M Sell
2023
Q4
$1.46M Buy
2023
Q1
Sell
2022
Q4
$1.94M Sell
2022
Q3
$3.97M Buy