Financiere des Professionnels’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 | $773K | Sell |
10,517
-5,242
| -33% | -$385K | 0.05% | 175 |
|
|
2025
Q1 | $1.12M | Sell |
15,759
-11,587
| -42% | -$825K | 0.07% | 129 |
|
|
2024
Q4 | $1.6M | Buy |
27,346
+2,886
| +12% | +$169K | 0.11% | 124 |
|
|
2024
Q3 | $1.39M | Buy |
24,460
+8,932
| +58% | +$507K | 0.09% | 120 |
|
|
2024
Q2 | $820K | Sell |
15,528
-2,828
| -15% | -$149K | 0.06% | 130 |
|
|
2024
Q1 | $1.08M | Buy |
18,356
+3,321
| +22% | +$196K | 0.09% | 122 |
|
|
2023
Q4 | $709K | Buy |
15,035
+7,280
| +94% | +$343K | 0.06% | 127 |
|
|
2023
Q3 | $328K | Buy |
+7,755
| New | +$328K | 0.03% | 129 |
|