HKIMG
Hutchens & Kramer Investment Management Group’s W.R. Berkley WRB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $253K | Sell |
3,467
-1,700
| -33% | -$124K | 0.12% | 132 |
|
2025
Q1 | $368K | Sell |
5,167
-192
| -4% | -$13.7K | 0.2% | 81 |
|
2024
Q4 | $314K | Buy |
5,359
+19
| +0.4% | +$1.11K | 0.17% | 100 |
|
2024
Q3 | $306K | Buy |
5,340
+1,988
| +59% | +$114K | 0.17% | 108 |
|
2024
Q2 | $265K | Buy |
3,352
+186
| +6% | +$14.7K | 0.15% | 116 |
|
2024
Q1 | $277K | Buy |
3,166
+174
| +6% | +$15.2K | 0.16% | 111 |
|
2023
Q4 | $212K | Sell |
2,992
-412
| -12% | -$29.1K | 0.15% | 119 |
|
2023
Q3 | $214K | Buy |
+3,404
| New | +$214K | 0.17% | 104 |
|
2023
Q1 | – | Sell |
-3,091
| Closed | -$224K | – | 138 |
|
2022
Q4 | $224K | Sell |
3,091
-1,275
| -29% | -$92.5K | 0.16% | 88 |
|
2022
Q3 | $290K | Sell |
4,366
-45
| -1% | -$2.99K | 0.24% | 64 |
|
2022
Q2 | $306K | Sell |
4,411
-107
| -2% | -$7.42K | 0.23% | 77 |
|
2022
Q1 | $304K | Buy |
4,518
+1,500
| +50% | +$101K | 0.17% | 88 |
|
2021
Q4 | $298K | Buy |
+3,018
| New | +$298K | 0.19% | 83 |
|