FSG
Financial Strategies Group’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.69M | Sell |
111,593
-1,670
| -1% | -$115K | 1.6% | 20 |
|
|
2025
Q1 | $7.74M | Sell |
113,263
-6,064
| -5% | -$415K | 1.83% | 15 |
|
|
2024
Q4 | $6.77M | Buy |
119,327
+4,363
| +4% | +$247K | 1.62% | 20 |
|
|
2024
Q3 | $6.81M | Buy |
114,964
+40,007
| +53% | +$2.37M | 1.6% | 21 |
|
|
2024
Q2 | $5.92M | Buy |
74,957
+12,083
| +19% | +$955K | 1.49% | 22 |
|
|
2024
Q1 | $5.27M | Buy |
62,874
+9,762
| +18% | +$817K | 1.41% | 23 |
|
|
2023
Q4 | $4.13M | Buy |
53,112
+12,140
| +30% | +$943K | 1.18% | 22 |
|
|
2023
Q3 | $2.71M | Buy |
+40,972
| New | +$2.71M | 0.85% | 27 |
|