HM Payson & Co’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 | $1.38M | Hold |
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|
2025
Q2 | $1.32M | Buy |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $968K | Hold |
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|
2024
Q3 | $938K | Sell |
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|
2024
Q2 | $867K | Sell |
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|
2024
Q1 | $1.02M | Hold |
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|
2023
Q4 | $813K | Hold |
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|
2023
Q3 | $730K | Hold |
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|
2023
Q2 | $685K | Hold |
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|
2023
Q1 | $716K | Sell |
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|
2022
Q4 | $846K | Buy |
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|
2022
Q3 | $743K | Hold |
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|
2022
Q2 | $786K | Buy |
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|
2022
Q1 | $755K | Buy |
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|
2021
Q4 | $623K | Hold |
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|
2021
Q3 | $553K | Buy |
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|
2021
Q2 | $102K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2K | Buy |
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