HAG
HighPoint Advisor Group’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Sell |
4,698
-585
| -11% | -$43K | 0.02% | 473 |
|
|
2025
Q1 | $377K | Buy |
5,283
+316
| +6% | +$22.5K | 0.02% | 427 |
|
|
2024
Q4 | $304K | Buy |
4,967
+532
| +12% | +$32.6K | 0.02% | 504 |
|
|
2024
Q3 | $255K | Sell |
4,435
-108
| -2% | -$137K | 0.01% | 545 |
|
|
2024
Q2 | $252K | Buy |
4,543
+1,631
| +56% | +$90.5K | 0.02% | 530 |
|
|
2024
Q1 | $229K | Buy |
2,912
+60
| +2% | +$4.72K | 0.02% | 558 |
|
|
2023
Q4 | $247K | Buy |
+2,852
| New | +$247K | 0.02% | 525 |
|
|
2022
Q2 | $843K | Buy |
+12,406
| New | +$843K | 0.09% | 177 |
|