Fairman Group’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Hold |
53,087
| – | – | 3.21% | 7 |
|
|
2025
Q1 | $3.11M | Hold |
53,087
| – | – | 2.85% | 7 |
|
|
2024
Q4 | $3.11M | Sell |
53,087
-17,000
| -24% | -$995K | 2.56% | 7 |
|
|
2024
Q3 | $3.98M | Sell |
70,087
-1
| -0% | -$57 | 3.59% | 7 |
|
|
2024
Q2 | $3.67M | Hold |
70,088
| – | – | 3.73% | 6 |
|
|
2024
Q1 | $4.13M | Sell |
70,088
-1,590
| -2% | -$93.7K | 3.9% | 6 |
|
|
2023
Q4 | $3.38M | Buy |
+71,678
| New | +$3.38M | 3.23% | 6 |
|