Focus Partners Wealth’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 | $4.86M | Buy |
66,135
+1,946
| +3% | +$143K | 0.01% | 684 |
|
|
2025
Q1 | $4.57M | Sell |
64,189
-9,186
| -13% | -$654K | 0.01% | 646 |
|
|
2024
Q4 | $4.29M | Buy |
73,375
+60,554
| +472% | +$3.54M | 0.01% | 651 |
|
|
2024
Q3 | $727K | Sell |
12,821
-93,157
| -88% | -$5.28M | ﹤0.01% | 1018 |
|
|
2024
Q2 | $5.55M | Buy |
105,978
+27,172
| +34% | +$1.42M | 0.02% | 481 |
|
|
2024
Q1 | $4.65M | Buy |
+78,806
| New | +$4.65M | 0.04% | 333 |
|