Evermay Wealth Management’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.6K | Hold |
1,110
| – | – | 0.01% | 284 |
|
|
2025
Q1 | $79K | Hold |
1,110
| – | – | 0.01% | 285 |
|
|
2024
Q4 | $65K | Hold |
1,110
| – | – | 0.01% | 296 |
|
|
2024
Q3 | $63K | Hold |
1,110
| – | – | 0.01% | 317 |
|
|
2024
Q2 | $58.2K | Hold |
1,110
| – | – | 0.01% | 331 |
|
|
2024
Q1 | $65.4K | Buy |
+1,110
| New | +$65.4K | 0.01% | 329 |
|