Forum Financial Management’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 | $523K | Buy |
7,121
+10
| +0.1% | +$735 | 0.01% | 388 |
|
|
2025
Q1 | $506K | Buy |
+7,111
| New | +$506K | 0.01% | 367 |
|
|
2024
Q4 | – | Sell |
-11,099
| Closed | -$630K | – | 963 |
|
|
2024
Q3 | $630K | Buy |
11,099
+6
| +0.1% | +$340 | 0.01% | 266 |
|
|
2024
Q2 | $581K | Buy |
11,093
+2,084
| +23% | +$109K | 0.01% | 267 |
|
|
2024
Q1 | $531K | Sell |
9,009
-95
| -1% | -$5.6K | 0.01% | 304 |
|
|
2023
Q4 | $429K | Hold |
9,104
| – | – | 0.01% | 333 |
|
|
2023
Q3 | $385K | Hold |
9,104
| – | – | 0.01% | 345 |
|
|
2023
Q2 | $361K | Hold |
9,104
| – | – | 0.01% | 382 |
|
|
2023
Q1 | $378K | Hold |
9,104
| – | – | 0.01% | 333 |
|
|
2022
Q4 | $440K | Sell |
9,104
-61
| -0.7% | -$2.95K | 0.01% | 280 |
|
|
2022
Q3 | $395K | Hold |
9,165
| – | – | 0.02% | 274 |
|
|
2022
Q2 | $417K | Sell |
9,165
-38
| -0.4% | -$1.73K | 0.02% | 265 |
|
|
2022
Q1 | $408K | Sell |
9,203
-112
| -1% | -$4.97K | 0.02% | 289 |
|
|
2021
Q4 | $341K | Buy |
+9,315
| New | +$341K | 0.02% | 353 |
|