Freedom Investment 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 | $470K | Sell |
6,394
-864
| -12% | -$63.5K | 0.04% | 464 |
|
|
2025
Q1 | $516K | Sell |
7,258
-1,524
| -17% | -$108K | 0.04% | 412 |
|
|
2024
Q4 | $514K | Buy |
8,782
+261
| +3% | +$15.3K | 0.04% | 425 |
|
|
2024
Q3 | $483K | Buy |
8,521
+746
| +10% | +$42.3K | 0.04% | 449 |
|
|
2024
Q2 | $407K | Buy |
7,775
+594
| +8% | +$31.1K | 0.03% | 491 |
|
|
2024
Q1 | $423K | Buy |
7,181
+1,454
| +25% | +$85.7K | 0.03% | 487 |
|
|
2023
Q4 | $270K | Buy |
+5,727
| New | +$270K | 0.02% | 628 |
|