IFG Advisory’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 | $352K | Hold |
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|
2025
Q2 | $337K | Hold |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $322K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $296K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $274K | Buy |
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|
2023
Q3 | $228K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $226K | Hold |
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|
2022
Q4 | $263K | Hold |
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $248K | Sell |
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|
2022
Q1 | $451K | Sell |
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|
2021
Q4 | $372K | Hold |
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|
2021
Q3 | $331K | Buy |
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|
2021
Q2 | $303K | Sell |
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|
2021
Q1 | $559K | Hold |
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|
2020
Q4 | $492K | Hold |
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|
2020
Q3 | $453K | Sell |
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|
2020
Q2 | $461K | Sell |
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|
2020
Q1 | $471K | Sell |
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|
2019
Q4 | $675K | Sell |
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|
2019
Q3 | $734K | Sell |
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|
2019
Q2 | $797K | Sell |
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|
2019
Q1 | $726K | Hold |
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|
2018
Q4 | $633K | Hold |
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|
2018
Q3 | $685K | Buy |
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|
2018
Q2 | $579K | Hold |
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|
2018
Q1 | $582K | Sell |
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|
2017
Q4 | $621K | Buy |
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