Elo Mutual Pension Insurance’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 | $2.22M | Sell |
33,567
-22,776
| -40% | -$1.57M | 0.04% | 339 |
|
|
2025
Q4 | $3.95M | Buy |
56,343
+15,552
| +38% | +$1.15M | 0.06% | 243 |
|
|
2025
Q3 | $3.13M | Buy |
40,791
+15,595
| +62% | +$1.11M | 0.05% | 280 |
|
|
2025
Q2 | $1.85M | Sell |
25,196
-6,686
| -21% | -$479K | 0.04% | 333 |
|
|
2025
Q1 | $2.27M | Buy |
31,882
+1,216
| +4% | +$74.5K | 0.05% | 298 |
|
|
2024
Q4 | $1.79M | Buy |
30,666
+3,528
| +13% | +$211K | 0.04% | 368 |
|
|
2024
Q3 | $1.54M | Buy |
27,138
+1,248
| +5% | +$70.1K | 0.03% | 373 |
|
|
2024
Q2 | $1.36M | Sell |
25,890
-2,385
| -8% | -$128K | 0.03% | 364 |
|
|
2024
Q1 | $1.67M | Buy |
28,275
+1,294
| +5% | +$70K | 0.04% | 336 |
|
|
2023
Q4 | $1.27M | Buy |
26,981
+581
| +2% | +$26.5K | 0.03% | 377 |
|
|
2023
Q3 | $1.12M | Buy |
26,400
+384
| +1% | +$15.9K | 0.03% | 363 |
|
|
2023
Q2 | $1.03M | Buy |
26,016
+460
| +2% | +$18.1K | 0.03% | 375 |
|
|
2023
Q1 | $1.06M | Buy |
25,556
+926
| +4% | +$41.4K | 0.03% | 350 |
|
|
2022
Q4 | $1.19M | Buy |
24,630
+792
| +3% | +$38.2K | 0.04% | 331 |
|
|
2022
Q3 | $1.03M | Sell |
23,838
-1,169
| -5% | -$50.8K | 0.04% | 331 |
|
|
2022
Q2 | $1.14M | Hold |
25,007
| – | – | 0.04% | 348 |
|
|
2022
Q1 | $1.11M | Buy |
25,007
+1,260
| +5% | +$50.2K | 0.03% | 412 |
|
|
2021
Q4 | $870K | Buy |
23,747
+975
| +4% | +$34.6K | 0.02% | 408 |
|
|
2021
Q3 | $741K | Hold |
22,772
| – | – | 0.02% | 388 |
|
|
2021
Q2 | $753K | Sell |
22,772
-372
| -2% | -$12.9K | 0.03% | 389 |
|
|
2021
Q1 | $775K | Buy |
23,144
+365
| +2% | +$11.3K | 0.03% | 382 |
|
|
2020
Q4 | $672K | Buy |
+22,779
| New | +$657K | 0.02% | 377 |
|
Other funds holding WRB
MSI
VCM
VPM