FPAS
Focus Partners Advisor Solutions’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
19,569
+245
| +1% | +$18K | 0.02% | 350 |
|
|
2025
Q1 | $1.38M | Sell |
19,324
-6,587
| -25% | -$469K | 0.02% | 317 |
|
|
2024
Q4 | $1.52M | Buy |
25,911
+914
| +4% | +$53.5K | 0.03% | 266 |
|
|
2024
Q3 | $1.42M | Buy |
24,997
+8,467
| +51% | +$480K | 0.03% | 234 |
|
|
2024
Q2 | $1.3M | Buy |
16,530
+13,045
| +374% | +$1.03M | 0.03% | 214 |
|
|
2024
Q1 | $308K | Buy |
+3,485
| New | +$308K | 0.01% | 457 |
|
|
2023
Q4 | – | Sell |
-3,210
| Closed | -$204K | – | 474 |
|
|
2023
Q3 | $204K | Buy |
+3,210
| New | +$204K | 0.01% | 418 |
|
|
2022
Q4 | – | Sell |
-3,195
| Closed | -$206K | – | 436 |
|
|
2022
Q3 | $206K | Buy |
3,195
+259
| +9% | +$16.7K | 0.01% | 376 |
|
|
2022
Q2 | $200K | Buy |
+2,936
| New | +$200K | 0.02% | 344 |
|