Greenleaf Trust’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 | $427K | Sell |
5,806
-1,399
| -19% | -$103K | ﹤0.01% | 529 |
|
|
2025
Q1 | $513K | Sell |
7,205
-436
| -6% | -$31K | ﹤0.01% | 488 |
|
|
2024
Q4 | $447K | Buy |
7,641
+63
| +0.8% | +$3.69K | ﹤0.01% | 531 |
|
|
2024
Q3 | $430K | Buy |
7,578
+10
| +0.1% | +$567 | ﹤0.01% | 552 |
|
|
2024
Q2 | $396K | Buy |
7,568
+197
| +3% | +$10.3K | ﹤0.01% | 533 |
|
|
2024
Q1 | $435K | Sell |
7,371
-284
| -4% | -$16.7K | ﹤0.01% | 509 |
|
|
2023
Q4 | $361K | Buy |
7,655
+627
| +9% | +$29.6K | ﹤0.01% | 549 |
|
|
2023
Q3 | $297K | Buy |
+7,028
| New | +$297K | ﹤0.01% | 580 |
|
|
2023
Q1 | – | Sell |
-4,220
| Closed | -$204K | – | 792 |
|
|
2022
Q4 | $204K | Buy |
+4,220
| New | +$204K | ﹤0.01% | 701 |
|