Focus Partners Advisor Solutions’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
2026
Q1
Sell
2025
Q4
$375K Sell
2025
Q3
$836K Sell
2025
Q2
$1.44M Buy
2025
Q1
$1.38M Sell
2024
Q4
$1.52M Buy
2024
Q3
$1.42M Buy
2024
Q2
$1.3M Buy
2024
Q1
$308K Buy
2023
Q4
Sell
2023
Q3
$204K Buy
2022
Q4
Sell
2022
Q3
$206K Buy
2022
Q2
$200K Buy