Forum Financial Management’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $499K | Hold |
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|
2025
Q3 | $546K | Buy |
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|
2025
Q2 | $523K | Buy |
|
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $630K | Buy |
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|
2024
Q2 | $581K | Buy |
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|
2024
Q1 | $531K | Sell |
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|
2023
Q4 | $429K | Hold |
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|
2023
Q3 | $385K | Hold |
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|
2023
Q2 | $361K | Hold |
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|
2023
Q1 | $378K | Hold |
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|
2022
Q4 | $440K | Sell |
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|
2022
Q3 | $395K | Hold |
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|
2022
Q2 | $417K | Sell |
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|
2022
Q1 | $408K | Sell |
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|
2021
Q4 | $341K | Buy |
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