HB Wealth 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 | $855K | Buy |
11,638
+1,426
| +14% | +$105K | 0.01% | 566 |
|
|
2025
Q1 | $727K | Buy |
10,212
+4,146
| +68% | +$295K | 0.01% | 624 |
|
|
2024
Q4 | $355K | Buy |
6,066
+578
| +11% | +$33.8K | ﹤0.01% | 744 |
|
|
2024
Q3 | $311K | Sell |
5,488
-140
| -2% | -$7.94K | ﹤0.01% | 741 |
|
|
2024
Q2 | $295K | Buy |
5,628
+267
| +5% | +$14K | ﹤0.01% | 706 |
|
|
2024
Q1 | $316K | Sell |
5,361
-773
| -13% | -$45.6K | ﹤0.01% | 636 |
|
|
2023
Q4 | $289K | Buy |
+6,134
| New | +$289K | ﹤0.01% | 627 |
|