EA
Everpar Advisors’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Buy |
10,944
+126
| +1% | +$9.26K | 0.37% | 57 |
|
|
2025
Q1 | $770K | Sell |
10,818
-1,086
| -9% | -$77.3K | 0.41% | 51 |
|
|
2024
Q4 | $697K | Sell |
11,904
-44
| -0.4% | -$2.58K | 0.35% | 60 |
|
|
2024
Q3 | $678K | Buy |
11,948
+3,496
| +41% | +$198K | 0.35% | 69 |
|
|
2024
Q2 | $664K | Sell |
8,452
-463
| -5% | -$36.4K | 0.33% | 76 |
|
|
2024
Q1 | $788K | Sell |
8,915
-7,147
| -44% | -$632K | 0.48% | 51 |
|
|
2023
Q4 | $1.14M | Buy |
+16,062
| New | +$1.14M | 0.53% | 41 |
|