Fortitude Family Office’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 | $94.6K | Buy |
1,288
+2
| +0.2% | +$147 | 0.03% | 172 |
|
|
2025
Q1 | $91.5K | Sell |
1,286
-67
| -5% | -$4.77K | 0.03% | 160 |
|
|
2024
Q4 | $79.2K | Hold |
1,353
| – | – | 0.03% | 201 |
|
|
2024
Q3 | $76.8K | Buy |
1,353
+112
| +9% | +$6.35K | 0.03% | 187 |
|
|
2024
Q2 | $65K | Hold |
1,241
| – | – | 0.04% | 146 |
|
|
2024
Q1 | $73.1K | Hold |
1,241
| – | – | 0.05% | 116 |
|
|
2023
Q4 | $58.5K | Buy |
+1,241
| New | +$58.5K | 0.04% | 148 |
|