Fiduciary Alliance’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 | $594K | Sell |
|
|||||
|
2025
Q2 | $599K | Sell |
|
|||||
|
2025
Q1 | $581K | Buy |
|
|||||
|
2024
Q4 | $435K | Buy |
|
|||||
|
2024
Q3 | $384K | Hold |
|
|||||
|
2024
Q2 | $357K | Hold |
|
|||||
|
2024
Q1 | $395K | Sell |
|
|||||
|
2023
Q4 | $326K | Sell |
|
|||||
|
2023
Q3 | $330K | Buy |
|
|||||
|
2023
Q2 | $296K | Buy |
|
|||||
|
2023
Q1 | $287K | Hold |
|
|||||
|
2022
Q4 | $335K | Buy |
|