FSA
Financial Security Advisor’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Buy |
5,176
+6
| +0.1% | +$444 | 0.09% | 82 |
|
|
2025
Q1 | $368K | Sell |
5,170
-54
| -1% | -$3.84K | 0.09% | 82 |
|
|
2024
Q4 | $306K | Buy |
5,224
+4
| +0.1% | +$234 | 0.08% | 82 |
|
|
2024
Q3 | $296K | Buy |
5,220
+1,740
| +50% | +$98.7K | 0.07% | 82 |
|
|
2024
Q2 | $275K | Sell |
3,480
-180
| -5% | -$14.2K | 0.09% | 84 |
|
|
2024
Q1 | $324K | Buy |
3,660
+4
| +0.1% | +$354 | 0.11% | 77 |
|
|
2023
Q4 | $259K | Sell |
3,656
-34
| -0.9% | -$2.4K | 0.1% | 82 |
|
|
2023
Q3 | $237K | Buy |
+3,690
| New | +$237K | 0.11% | 84 |
|