GHP Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
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|
2025
Q1 | $13M | Buy |
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|
2024
Q4 | $10.5M | Buy |
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|
2024
Q3 | $9.98M | Buy |
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|
2024
Q2 | $8.94M | Buy |
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|
2024
Q1 | $8.89M | Buy |
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|
2023
Q4 | $6.44M | Buy |
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|
2023
Q3 | $4.97M | Buy |
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|
2023
Q2 | $4.91M | Buy |
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|
2023
Q1 | $4.7M | Sell |
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|
2022
Q4 | $5.56M | Buy |
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|
2022
Q3 | $4.77M | Sell |
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|
2022
Q2 | $5.11M | Sell |
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|
2022
Q1 | $5.02M | Buy |
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|
2021
Q4 | $4.13M | Buy |
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|
2021
Q3 | $3.63M | Buy |
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|
2021
Q2 | $3.62M | Buy |
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|
2021
Q1 | $3.65M | Sell |
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|
2020
Q4 | $3.26M | Buy |
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|
2020
Q3 | $2.88M | Sell |
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|
2020
Q2 | $2.73M | Buy |
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|
2020
Q1 | $2.36M | Buy |
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|
2019
Q4 | $3.05M | Sell |
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|
2019
Q3 | $3.21M | Sell |
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|
2019
Q2 | $3.19M | Sell |
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|
2019
Q1 | $2.76M | Buy |
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|
2018
Q4 | $2.38M | Buy |
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|
2018
Q3 | $2.34M | Sell |
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|
2018
Q2 | $2.15M | Buy |
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|
2018
Q1 | $2.15M | Sell |
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|
2017
Q4 | $2.2M | Buy |
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|
2017
Q3 | $1.99M | Buy |
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|
2017
Q2 | $2.03M | Buy |
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|
2017
Q1 | $2.03M | Hold |
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|
2016
Q4 | $1.91M | Buy |
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|
2016
Q3 | $1.57M | Buy |
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|
2016
Q2 | $1.58M | Buy |
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|
2016
Q1 | $1.43M | Buy |
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|
2015
Q4 | $1.37M | Buy |
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|
2015
Q3 | $1.29M | Buy |
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|
2015
Q2 | $1.3M | Buy |
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|
2015
Q1 | $1.06M | Buy |
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|
2014
Q4 | $1.04M | Buy |
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|
2014
Q3 | $958K | Sell |
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|
2014
Q2 | $933K | Buy |
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|
2014
Q1 | $837K | Hold |
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|
2013
Q4 | $873K | Buy |
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|
2013
Q3 | $852K | Buy |
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|
2013
Q2 | $760K | Buy |
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