Godshalk Welsh Capital 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 | $3.39M | Sell |
46,094
-1,815
| -4% | -$133K | 2.09% | 8 |
|
|
2025
Q1 | $3.41M | Sell |
47,909
-523
| -1% | -$37.2K | 2.23% | 8 |
|
|
2024
Q4 | $2.83M | Sell |
48,432
-837
| -2% | -$49K | 1.83% | 10 |
|
|
2024
Q3 | $2.8M | Sell |
49,269
-1,287
| -3% | -$73K | 1.77% | 11 |
|
|
2024
Q2 | $2.65M | Sell |
50,556
-300
| -0.6% | -$15.7K | 1.77% | 10 |
|
|
2024
Q1 | $3M | Sell |
50,856
-38
| -0.1% | -$2.24K | 2.01% | 9 |
|
|
2023
Q4 | $2.4M | Sell |
50,894
-3,064
| -6% | -$144K | 1.72% | 11 |
|
|
2023
Q3 | $2.28M | Sell |
53,958
-3,600
| -6% | -$152K | 1.72% | 10 |
|
|
2023
Q2 | $2.29M | Buy |
57,558
+225
| +0.4% | +$8.93K | 1.57% | 14 |
|
|
2023
Q1 | $2.38M | Sell |
57,333
-543
| -0.9% | -$22.5K | 1.68% | 10 |
|
|
2022
Q4 | $2.8M | Sell |
57,876
-1,350
| -2% | -$65.3K | 2.04% | 8 |
|
|
2022
Q3 | $2.55M | Sell |
59,226
-954
| -2% | -$41.1K | 1.88% | 7 |
|
|
2022
Q2 | $2.74M | Sell |
60,180
-2,019
| -3% | -$91.9K | 1.97% | 7 |
|
|
2022
Q1 | $2.76M | Sell |
62,199
-799
| -1% | -$35.5K | 1.7% | 12 |
|
|
2021
Q4 | $2.31M | Sell |
62,998
-1,267
| -2% | -$46.4K | 1.31% | 22 |
|
|
2021
Q3 | $2.09M | Hold |
64,265
| – | – | 1.3% | 25 |
|
|
2021
Q2 | $2.15M | Sell |
64,265
-927
| -1% | -$31K | 1.33% | 25 |
|
|
2021
Q1 | $2.18M | Buy |
65,192
+338
| +0.5% | +$11.3K | 1.52% | 18 |
|
|
2020
Q4 | $1.91M | Sell |
64,854
-225
| -0.3% | -$6.64K | 1.41% | 23 |
|
|
2020
Q3 | $1.77M | Buy |
65,079
+844
| +1% | +$22.9K | 1.49% | 20 |
|
|
2020
Q2 | $1.64M | Sell |
64,235
-1,969
| -3% | -$50.1K | 1.53% | 20 |
|
|
2020
Q1 | $1.54M | Sell |
66,204
-3,094
| -4% | -$71.7K | 1.67% | 14 |
|
|
2019
Q4 | $2.13M | Hold |
69,298
| – | – | 1.75% | 12 |
|
|
2019
Q3 | $2.23M | Hold |
69,298
| – | – | 1.97% | 10 |
|
|
2019
Q2 | $2.03M | Buy |
69,298
+279
| +0.4% | +$8.18K | 1.88% | 11 |
|
|
2019
Q1 | $1.73M | Buy |
69,019
+506
| +0.7% | +$12.7K | 1.67% | 19 |
|
|
2018
Q4 | $1.5M | Buy |
68,513
+1,857
| +3% | +$40.7K | 1.68% | 17 |
|
|
2018
Q3 | $1.58M | Sell |
66,656
-422
| -0.6% | -$10K | 1.54% | 20 |
|
|
2018
Q2 | $1.44M | Buy |
67,078
+1,097
| +2% | +$23.5K | 1.51% | 21 |
|
|
2018
Q1 | $1.42M | Buy |
65,981
+3,543
| +6% | +$76.3K | 1.53% | 20 |
|
|
2017
Q4 | $1.33M | Sell |
62,438
-1,012
| -2% | -$21.5K | 1.34% | 22 |
|
|
2017
Q3 | $1.26M | Sell |
63,450
-3,881
| -6% | -$76.8K | 1.26% | 24 |
|
|
2017
Q2 | $1.38M | Sell |
67,331
-1,688
| -2% | -$34.6K | 1.37% | 20 |
|
|
2017
Q1 | $1.44M | Hold |
69,019
| – | – | 1.42% | 18 |
|
|
2016
Q4 | $1.36M | Hold |
69,019
| – | – | 1.39% | 20 |
|
|
2016
Q3 | $1.18M | Hold |
69,019
| – | – | 1.22% | 22 |
|
|
2016
Q2 | $1.23M | Sell |
69,019
-1,856
| -3% | -$32.9K | 1.29% | 21 |
|
|
2016
Q1 | $1.18M | Buy |
70,875
+1,519
| +2% | +$25.3K | 1.22% | 21 |
|
|
2015
Q4 | $1.13M | Hold |
69,356
| – | – | 1.17% | 24 |
|
|
2015
Q3 | $1.12M | Buy |
69,356
+1,012
| +1% | +$16.3K | 1.22% | 21 |
|
|
2015
Q2 | $1.05M | Buy |
68,344
+20,756
| +44% | +$319K | 1.07% | 26 |
|
|
2015
Q1 | $712K | Buy |
47,588
+22,613
| +91% | +$338K | 0.73% | 53 |
|
|
2014
Q4 | $379K | Buy |
+24,975
| New | +$379K | 0.35% | 98 |
|