Financial Management Professionals’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 | $33.2K | Buy |
452
+3
| +0.7% | +$220 | ﹤0.01% | 316 |
|
|
2025
Q1 | $32K | Buy |
449
+47
| +12% | +$3.35K | ﹤0.01% | 327 |
|
|
2024
Q4 | $23.5K | Sell |
402
-6
| -1% | -$351 | ﹤0.01% | 379 |
|
|
2024
Q3 | $23K | Buy |
408
+28
| +7% | +$1.58K | ﹤0.01% | 402 |
|
|
2024
Q2 | $20K | Hold |
380
| – | – | ﹤0.01% | 389 |
|
|
2024
Q1 | $22K | Buy |
380
+14
| +4% | +$811 | ﹤0.01% | 404 |
|
|
2023
Q4 | $17K | Buy |
366
+321
| +713% | +$14.9K | ﹤0.01% | 445 |
|
|
2023
Q3 | $2K | Hold |
45
| – | – | ﹤0.01% | 743 |
|
|
2023
Q2 | $2K | Sell |
45
-69
| -61% | -$3.07K | ﹤0.01% | 778 |
|
|
2023
Q1 | $5K | Buy |
114
+1
| +0.9% | +$44 | ﹤0.01% | 702 |
|
|
2022
Q4 | $5K | Hold |
113
| – | – | ﹤0.01% | 639 |
|
|
2022
Q3 | $5K | Buy |
113
+48
| +74% | +$2.12K | ﹤0.01% | 612 |
|
|
2022
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 722 |
|
|
2022
Q1 | $3K | Buy |
65
+20
| +44% | +$923 | ﹤0.01% | 747 |
|
|
2021
Q4 | $2K | Hold |
45
| – | – | ﹤0.01% | 764 |
|
|
2021
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 909 |
|
|
2021
Q2 | $1K | Buy |
45
+9
| +25% | +$200 | ﹤0.01% | 857 |
|
|
2021
Q1 | $1K | Buy |
36
+29
| +414% | +$806 | ﹤0.01% | 648 |
|
|
2020
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 685 |
|
|
2020
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 648 |
|