Everence Capital Management’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 | $1.13M | Hold |
|
|||||
|
2025
Q2 | $1.08M | Hold |
|
|||||
|
2025
Q1 | $1.05M | Hold |
|
|||||
|
2024
Q4 | $862K | Hold |
|
|||||
|
2024
Q3 | $836K | Sell |
|
|||||
|
2024
Q2 | $756 | Hold |
|
|||||
|
2024
Q1 | $869 | Hold |
|
|||||
|
2023
Q4 | $695K | Hold |
|
|||||
|
2023
Q3 | $624 | Hold |
|
|||||
|
2023
Q2 | $547K | Hold |
|
|||||
|
2023
Q1 | $612 | Hold |
|
|||||
|
2022
Q4 | $713 | Hold |
|
|||||
|
2022
Q3 | $634K | Hold |
|
|||||
|
2022
Q2 | $671K | Hold |
|
|||||
|
2022
Q1 | $654K | Buy |
|
|||||
|
2021
Q4 | $278K | Sell |
|
|||||
|
2021
Q3 | $817K | Hold |
|
|||||
|
2021
Q2 | $831K | Hold |
|
|||||
|
2021
Q1 | $842K | Hold |
|
|||||
|
2020
Q4 | $742K | Buy |
|
|||||
|
2020
Q3 | $371K | Buy |
|