IEQ Capital’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 | $4.35M | Buy |
59,206
+14,449
| +32% | +$1.06M | 0.03% | 453 |
|
|
2025
Q1 | $3.18M | Buy |
44,757
+16,138
| +56% | +$1.15M | 0.03% | 462 |
|
|
2024
Q4 | $1.67M | Buy |
28,619
+18,677
| +188% | +$1.09M | 0.02% | 540 |
|
|
2024
Q3 | $564K | Buy |
9,942
+4,366
| +78% | +$248K | 0.01% | 717 |
|
|
2024
Q2 | $292K | Buy |
5,576
+929
| +20% | +$48.7K | ﹤0.01% | 805 |
|
|
2024
Q1 | $274K | Sell |
4,647
-206
| -4% | -$12.1K | ﹤0.01% | 793 |
|
|
2023
Q4 | $229K | Sell |
4,853
-1,149
| -19% | -$54.2K | ﹤0.01% | 806 |
|
|
2023
Q3 | $254K | Buy |
+6,002
| New | +$254K | 0.01% | 766 |
|
|
2023
Q2 | – | Sell |
-7,299
| Closed | -$303K | – | 973 |
|
|
2023
Q1 | $303K | Buy |
+7,299
| New | +$303K | 0.01% | 713 |
|