Farther Finance Advisors’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 | $655K | Buy |
8,918
+280
| +3% | +$20.6K | 0.01% | 777 |
|
|
2025
Q1 | $607K | Buy |
8,638
+4,924
| +133% | +$346K | 0.02% | 699 |
|
|
2024
Q4 | $217K | Buy |
3,714
+98
| +3% | +$5.74K | 0.01% | 952 |
|
|
2024
Q3 | $205K | Buy |
3,616
+343
| +10% | +$19.5K | 0.01% | 981 |
|
|
2024
Q2 | $172K | Buy |
3,273
+1,912
| +140% | +$101K | 0.01% | 904 |
|
|
2024
Q1 | $79.4K | Buy |
1,361
+72
| +6% | +$4.2K | ﹤0.01% | 1027 |
|
|
2023
Q4 | $60.7K | Buy |
1,289
+350
| +37% | +$16.5K | ﹤0.01% | 979 |
|
|
2023
Q3 | $39.7K | Buy |
939
+195
| +26% | +$8.25K | 0.01% | 845 |
|
|
2023
Q2 | $29.5K | Buy |
744
+520
| +232% | +$20.6K | 0.01% | 865 |
|
|
2023
Q1 | $9.28K | Buy |
224
+60
| +37% | +$2.49K | ﹤0.01% | 1142 |
|
|
2022
Q4 | $7.91K | Buy |
+164
| New | +$7.91K | ﹤0.01% | 1023 |
|