Epoch Investment Partners’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,733
| Closed | -$338K | – | 411 |
|
|
2024
Q1 | $338K | Hold |
5,733
| – | – | ﹤0.01% | 383 |
|
|
2023
Q4 | $270K | Hold |
5,733
| – | – | ﹤0.01% | 399 |
|
|
2023
Q3 | $243K | Hold |
5,733
| – | – | ﹤0.01% | 412 |
|
|
2023
Q2 | $228K | Hold |
5,733
| – | – | ﹤0.01% | 433 |
|
|
2023
Q1 | $238K | Hold |
5,733
| – | – | ﹤0.01% | 427 |
|
|
2022
Q4 | $277K | Hold |
5,733
| – | – | ﹤0.01% | 405 |
|
|
2022
Q3 | $247K | Hold |
5,733
| – | – | ﹤0.01% | 419 |
|
|
2022
Q2 | $261K | Hold |
5,733
| – | – | ﹤0.01% | 427 |
|
|
2022
Q1 | $255K | Hold |
5,733
| – | – | ﹤0.01% | 428 |
|
|
2021
Q4 | $210K | Buy |
+5,733
| New | +$210K | ﹤0.01% | 343 |
|
|
2020
Q3 | – | Sell |
-36,898
| Closed | -$939K | – | 312 |
|
|
2020
Q2 | $939K | Buy |
+36,898
| New | +$939K | ﹤0.01% | 272 |
|