Empower Advisory Group’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
Q3 | $824K | Buy |
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|
2025
Q2 | $789K | Buy |
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|
2025
Q1 | $763K | Sell |
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|
2024
Q4 | $632K | Hold |
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|
2024
Q3 | $613K | Sell |
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|
2024
Q2 | $566K | Hold |
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|
2024
Q1 | $637K | Hold |
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|
2023
Q4 | $509K | Hold |
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|
2023
Q3 | $457K | Buy |
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|
2023
Q2 | $426K | Sell |
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|
2023
Q1 | $450K | Buy |
|