HighTower Advisors’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
Q2 | $9.32M | Buy |
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|
2025
Q1 | $8.99M | Buy |
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|
2024
Q4 | $7.27M | Sell |
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|
2024
Q3 | $7.77M | Sell |
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|
2024
Q2 | $7.27M | Buy |
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|
2024
Q1 | $5.12M | Sell |
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|
2023
Q4 | $4.29M | Buy |
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|
2023
Q3 | $3.28M | Buy |
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|
2023
Q2 | $2.82M | Sell |
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|
2023
Q1 | $4.43M | Sell |
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|
2022
Q4 | $7.71M | Buy |
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|
2022
Q3 | $6.86M | Buy |
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|
2022
Q2 | $7.19M | Buy |
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|
2022
Q1 | $4.51M | Buy |
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|
2021
Q4 | $2.02M | Buy |
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|
2021
Q3 | $1.69M | Buy |
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|
2021
Q2 | $1.59M | Buy |
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|
2021
Q1 | $1.58M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.27M | Buy |
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|
2020
Q2 | $1.18M | Sell |
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|
2020
Q1 | $1.3M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2.04M | Sell |
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|
2019
Q2 | $1.87M | Buy |
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|
2019
Q1 | $1.55M | Buy |
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|
2018
Q4 | $441K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $202K | Sell |
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|
2017
Q3 | $207K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $218K | Buy |
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|
2015
Q4 | $205K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.89M | Buy |
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