Harbor Investment Advisory’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
Q3 | $103K | Hold |
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|
2025
Q2 | $99.2K | Hold |
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|
2025
Q1 | $96.1K | Hold |
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|
2024
Q4 | $79K | Hold |
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|
2024
Q3 | $76.6K | Sell |
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|
2024
Q2 | $70.8K | Sell |
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|
2024
Q1 | $82.3K | Buy |
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|
2023
Q4 | $63.6K | Hold |
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|
2023
Q3 | $57.1K | Hold |
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|
2023
Q2 | $53.6K | Sell |
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|
2023
Q1 | $190K | Hold |
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|
2022
Q4 | $221K | Hold |
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|
2022
Q3 | $197K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4K | Hold |
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|
2019
Q4 | $6K | Buy |
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