FC
Forte Capital’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.08M | Buy |
123,627
+359
| +0.3% | +$26.4K | 0.98% | 32 |
|
|
2025
Q1 | $8.77M | Buy |
123,268
+993
| +0.8% | +$70.7K | 1.04% | 30 |
|
|
2024
Q4 | $7.16M | Buy |
122,275
+3,332
| +3% | +$195K | 0.8% | 34 |
|
|
2024
Q3 | $6.75M | Buy |
118,943
+38,630
| +48% | +$2.19M | 0.76% | 35 |
|
|
2024
Q2 | $6.31M | Buy |
80,313
+2,362
| +3% | +$186K | 0.76% | 37 |
|
|
2024
Q1 | $6.89M | Buy |
77,951
+507
| +0.7% | +$44.8K | 0.85% | 33 |
|
|
2023
Q4 | $5.48M | Buy |
77,444
+25,870
| +50% | +$1.83M | 0.75% | 35 |
|
|
2023
Q3 | $3.27M | Buy |
+51,574
| New | +$3.27M | 0.5% | 43 |
|