Focus Partners Wealth
WRB icon

Focus Partners Wealth’s W.R. Berkley WRB Stock Holding History

Focus Partners Wealth’s Portfolio WRB Stock Details WRB Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$4.91M Sell
2025
Q2 		$4.86M Buy
2025
Q1 		$4.57M Sell
2024
Q4 		$4.29M Buy
2024
Q3 		$727K Sell
2024
Q2 		$5.55M Buy
2024
Q1 		$4.65M Buy