GIA
GHP Investment Advisors’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
184,111
+1,478
| +0.8% | +$109K | 0.6% | 51 |
|
|
2025
Q1 | $13M | Buy |
182,633
+3,219
| +2% | +$229K | 0.62% | 47 |
|
|
2024
Q4 | $10.5M | Buy |
179,414
+3,410
| +2% | +$200K | 0.49% | 67 |
|
|
2024
Q3 | $9.98M | Buy |
176,004
+62,202
| +55% | +$3.53M | 0.46% | 75 |
|
|
2024
Q2 | $8.94M | Buy |
113,802
+13,303
| +13% | +$1.05M | 0.45% | 76 |
|
|
2024
Q1 | $8.89M | Buy |
100,499
+9,409
| +10% | +$832K | 0.44% | 75 |
|
|
2023
Q4 | $6.44M | Buy |
91,090
+13,256
| +17% | +$937K | 0.35% | 107 |
|
|
2023
Q3 | $4.97M | Buy |
77,834
+1,020
| +1% | +$65.1K | 0.3% | 116 |
|
|
2023
Q2 | $4.91M | Buy |
76,814
+1,282
| +2% | +$82K | 0.29% | 122 |
|
|
2023
Q1 | $4.7M | Sell |
75,532
-1,116
| -1% | -$69.5K | 0.3% | 121 |
|
|
2022
Q4 | $5.56M | Buy |
76,648
+2,849
| +4% | +$207K | 0.38% | 105 |
|
|
2022
Q3 | $4.77M | Sell |
73,799
-1,117
| -1% | -$72.1K | 0.37% | 101 |
|
|
2022
Q2 | $5.11M | Sell |
74,916
-423
| -0.6% | -$28.9K | 0.38% | 99 |
|
|
2022
Q1 | $5.02M | Buy |
75,339
+25,173
| +50% | +$1.68M | 0.33% | 111 |
|
|
2021
Q4 | $4.13M | Buy |
50,166
+629
| +1% | +$51.8K | 0.29% | 119 |
|
|
2021
Q3 | $3.63M | Buy |
49,537
+952
| +2% | +$69.7K | 0.29% | 123 |
|
|
2021
Q2 | $3.62M | Buy |
48,585
+161
| +0.3% | +$12K | 0.29% | 123 |
|
|
2021
Q1 | $3.65M | Sell |
48,424
-638
| -1% | -$48.1K | 0.32% | 116 |
|
|
2020
Q4 | $3.26M | Buy |
49,062
+1,993
| +4% | +$132K | 0.31% | 118 |
|
|
2020
Q3 | $2.88M | Sell |
47,069
-578
| -1% | -$35.3K | 0.33% | 112 |
|
|
2020
Q2 | $2.73M | Buy |
47,647
+2,492
| +6% | +$143K | 0.34% | 104 |
|
|
2020
Q1 | $2.36M | Buy |
45,155
+1,029
| +2% | +$53.7K | 0.35% | 95 |
|
|
2019
Q4 | $3.05M | Sell |
44,126
-325
| -0.7% | -$22.5K | 0.33% | 95 |
|
|
2019
Q3 | $3.21M | Sell |
44,451
-3,909
| -8% | -$282K | 0.4% | 80 |
|
|
2019
Q2 | $3.19M | Buy |
48,360
+15,808
| +49% | +$1.04M | 0.39% | 88 |
|
|
2019
Q1 | $2.76M | Buy |
32,552
+315
| +1% | +$26.7K | 0.36% | 96 |
|
|
2018
Q4 | $2.38M | Buy |
32,237
+2,906
| +10% | +$215K | 0.36% | 94 |
|
|
2018
Q3 | $2.34M | Sell |
29,331
-341
| -1% | -$27.3K | 0.31% | 103 |
|
|
2018
Q2 | $2.15M | Buy |
29,672
+24
| +0.1% | +$1.74K | 0.3% | 104 |
|
|
2018
Q1 | $2.16M | Sell |
29,648
-1,066
| -3% | -$77.5K | 0.31% | 103 |
|
|
2017
Q4 | $2.2M | Buy |
30,714
+929
| +3% | +$66.6K | 0.31% | 103 |
|
|
2017
Q3 | $1.99M | Buy |
29,785
+452
| +2% | +$30.2K | 0.3% | 106 |
|
|
2017
Q2 | $2.03M | Buy |
29,333
+570
| +2% | +$39.4K | 0.32% | 99 |
|
|
2017
Q1 | $2.03M | Hold |
28,763
| – | – | 0.35% | 92 |
|
|
2016
Q4 | $1.91M | Buy |
28,763
+1,562
| +6% | +$104K | 0.36% | 87 |
|
|
2016
Q3 | $1.57M | Buy |
27,201
+841
| +3% | +$48.6K | 0.32% | 97 |
|
|
2016
Q2 | $1.58M | Buy |
26,360
+957
| +4% | +$57.3K | 0.34% | 89 |
|
|
2016
Q1 | $1.43M | Buy |
25,403
+440
| +2% | +$24.7K | 0.32% | 89 |
|
|
2015
Q4 | $1.37M | Buy |
24,963
+1,151
| +5% | +$63K | 0.33% | 85 |
|
|
2015
Q3 | $1.3M | Buy |
23,812
+785
| +3% | +$42.7K | 0.33% | 85 |
|
|
2015
Q2 | $1.3M | Buy |
23,027
+1,974
| +9% | +$111K | 0.32% | 87 |
|
|
2015
Q1 | $1.06M | Buy |
21,053
+840
| +4% | +$42.4K | 0.28% | 101 |
|
|
2014
Q4 | $1.04M | Buy |
20,213
+174
| +0.9% | +$8.92K | 0.29% | 96 |
|
|
2014
Q3 | $958K | Sell |
20,039
-104
| -0.5% | -$4.97K | 0.28% | 99 |
|
|
2014
Q2 | $933K | Buy |
20,143
+25
| +0.1% | +$1.16K | 0.28% | 100 |
|
|
2014
Q1 | $837K | Hold |
20,118
| – | – | 0.27% | 101 |
|
|
2013
Q4 | $873K | Buy |
20,118
+238
| +1% | +$10.3K | 0.29% | 96 |
|
|
2013
Q3 | $852K | Buy |
19,880
+1,268
| +7% | +$54.3K | 0.31% | 85 |
|
|
2013
Q2 | $760K | Buy |
+18,612
| New | +$760K | 0.3% | 79 |
|