Greenwood Capital Associates’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 | $542K | Sell |
7,383
-1,870
| -20% | -$137K | 0.07% | 186 |
|
|
2025
Q1 | $658K | Sell |
9,253
-79
| -0.8% | -$5.62K | 0.09% | 158 |
|
|
2024
Q4 | $546K | Sell |
9,332
-952
| -9% | -$55.7K | 0.07% | 177 |
|
|
2024
Q3 | $583K | Buy |
10,284
+1,930
| +23% | +$109K | 0.08% | 174 |
|
|
2024
Q2 | $438K | Sell |
8,354
-364
| -4% | -$19.1K | 0.06% | 194 |
|
|
2024
Q1 | $514K | Sell |
8,718
-180
| -2% | -$10.6K | 0.07% | 192 |
|
|
2023
Q4 | $420K | Buy |
+8,898
| New | +$420K | 0.05% | 206 |
|