Gifford Fong Associates’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 | $744K | Hold |
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|
2025
Q1 | $720K | Hold |
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|
2024
Q4 | $593K | Hold |
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|
2024
Q3 | $574K | Hold |
|
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|
2024
Q2 | $530K | Hold |
|
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|
2024
Q1 | $597K | Hold |
|
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|
2023
Q4 | $477K | Hold |
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|
2023
Q3 | $429K | Hold |
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|
2023
Q2 | $402K | Hold |
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|
2023
Q1 | $420K | Hold |
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|
2022
Q4 | $490K | Hold |
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|
2022
Q3 | $436K | Hold |
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|
2022
Q2 | $461K | Hold |
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|
2022
Q1 | $449K | Hold |
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|
2021
Q4 | $371K | Hold |
|
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|
2021
Q3 | $329K | Hold |
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|
2021
Q2 | $335K | Hold |
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|
2021
Q1 | $339K | Hold |
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|
2020
Q4 | $299K | Hold |
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|
2020
Q3 | $275K | Hold |
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|
2020
Q2 | $258K | Hold |
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|
2020
Q1 | $235K | Hold |
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|
2019
Q4 | $311K | Hold |
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|
2019
Q3 | $325K | Hold |
|
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|
2019
Q2 | $297K | Hold |
|
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|
2019
Q1 | $254K | Hold |
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|
2018
Q4 | $222K | Hold |
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|
2018
Q3 | $240K | Hold |
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|
2018
Q2 | $217K | Buy |
|