Hoese & Co’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 | $49.6K | Hold |
675
| – | – | 0.04% | 95 |
|
|
2025
Q1 | $48K | Hold |
675
| – | – | 0.04% | 71 |
|
|
2024
Q4 | $39.5K | Hold |
675
| – | – | 0.03% | 83 |
|
|
2024
Q3 | $38.3K | Hold |
675
| – | – | 0.03% | 79 |
|
|
2024
Q2 | $36.5K | Hold |
675
| – | – | 0.03% | 74 |
|
|
2024
Q1 | $37.6K | Hold |
675
| – | – | 0.03% | 76 |
|
|
2023
Q4 | $32.6K | Hold |
675
| – | – | 0.03% | 76 |
|
|
2023
Q3 | $28.6K | Hold |
675
| – | – | 0.03% | 84 |
|
|
2023
Q2 | $26.8K | Hold |
675
| – | – | 0.03% | 93 |
|
|
2023
Q1 | $29.8K | Hold |
675
| – | – | 0.03% | 84 |
|
|
2022
Q4 | $34K | Hold |
675
| – | – | 0.04% | 86 |
|
|
2022
Q3 | $29K | Hold |
675
| – | – | 0.03% | 90 |
|
|
2022
Q2 | $31K | Buy |
675
+225
| +50% | +$10.3K | 0.03% | 91 |
|
|
2022
Q1 | $20K | Sell |
450
-225
| -33% | -$10K | 0.02% | 116 |
|
|
2021
Q4 | $25K | Hold |
675
| – | – | 0.02% | 109 |
|
|
2021
Q3 | $22K | Hold |
675
| – | – | 0.02% | 117 |
|
|
2021
Q2 | $22K | Buy |
+675
| New | +$22K | 0.02% | 120 |
|