GW&K Investment 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 | $9K | Hold |
125
| – | – | ﹤0.01% | 868 |
|
|
2025
Q1 | $9K | Buy |
125
+49
| +64% | +$3.53K | ﹤0.01% | 845 |
|
|
2024
Q4 | $4K | Hold |
76
| – | – | ﹤0.01% | 892 |
|
|
2024
Q3 | $4K | Buy |
76
+10
| +15% | +$526 | ﹤0.01% | 879 |
|
|
2024
Q2 | $3K | Buy |
66
+42
| +175% | +$1.91K | ﹤0.01% | 871 |
|
|
2024
Q1 | $1K | Buy |
24
+6
| +33% | +$250 | ﹤0.01% | 915 |
|
|
2023
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 923 |
|
|
2023
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 906 |
|
|
2023
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 896 |
|
|
2022
Q3 | – | Sell |
-38
| Closed | -$2K | – | 826 |
|
|
2022
Q2 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 782 |
|