IFG Advisory’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 | $337K | Hold |
4,590
| – | – | 0.02% | 572 |
|
|
2025
Q1 | $327K | Sell |
4,590
-919
| -17% | -$65.4K | 0.02% | 536 |
|
|
2024
Q4 | $322K | Buy |
+5,509
| New | +$322K | 0.02% | 527 |
|
|
2024
Q3 | – | Sell |
-5,657
| Closed | -$296K | – | 627 |
|
|
2024
Q2 | $296K | Buy |
+5,657
| New | +$296K | 0.02% | 517 |
|
|
2024
Q1 | – | Sell |
-5,820
| Closed | -$274K | – | 590 |
|
|
2023
Q4 | $274K | Buy |
5,820
+444
| +8% | +$20.9K | 0.02% | 485 |
|
|
2023
Q3 | $228K | Buy |
+5,376
| New | +$228K | 0.02% | 492 |
|
|
2023
Q2 | – | Sell |
-5,454
| Closed | -$226K | – | 508 |
|
|
2023
Q1 | $226K | Hold |
5,454
| – | – | 0.02% | 468 |
|
|
2022
Q4 | $263K | Hold |
5,454
| – | – | 0.03% | 419 |
|
|
2022
Q3 | $234K | Hold |
5,454
| – | – | 0.02% | 461 |
|
|
2022
Q2 | $248K | Sell |
5,454
-4,725
| -46% | -$215K | 0.03% | 410 |
|
|
2022
Q1 | $451K | Sell |
10,179
-2
| -0% | -$89 | 0.05% | 322 |
|
|
2021
Q4 | $372K | Hold |
10,181
| – | – | 0.04% | 365 |
|
|
2021
Q3 | $331K | Buy |
10,181
+1,003
| +11% | +$32.6K | 0.04% | 381 |
|
|
2021
Q2 | $303K | Sell |
9,178
-7,522
| -45% | -$248K | 0.03% | 388 |
|
|
2021
Q1 | $559K | Hold |
16,700
| – | – | 0.07% | 275 |
|
|
2020
Q4 | $492K | Hold |
16,700
| – | – | 0.07% | 263 |
|
|
2020
Q3 | $453K | Sell |
16,700
-1,417
| -8% | -$38.4K | 0.07% | 247 |
|
|
2020
Q2 | $461K | Sell |
18,117
-2,230
| -11% | -$56.7K | 0.08% | 236 |
|
|
2020
Q1 | $471K | Sell |
20,347
-1,647
| -7% | -$38.1K | 0.11% | 200 |
|
|
2019
Q4 | $675K | Sell |
21,994
-900
| -4% | -$27.6K | 0.12% | 190 |
|
|
2019
Q3 | $734K | Sell |
22,894
-4,318
| -16% | -$138K | 0.14% | 177 |
|
|
2019
Q2 | $797K | Sell |
27,212
-1,722
| -6% | -$50.4K | 0.14% | 149 |
|
|
2019
Q1 | $726K | Hold |
28,934
| – | – | 0.14% | 144 |
|
|
2018
Q4 | $633K | Hold |
28,934
| – | – | 0.15% | 143 |
|
|
2018
Q3 | $685K | Buy |
28,934
+1,910
| +7% | +$45.2K | 0.13% | 155 |
|
|
2018
Q2 | $579K | Hold |
27,024
| – | – | 0.12% | 162 |
|
|
2018
Q1 | $582K | Sell |
27,024
-2,241
| -8% | -$48.3K | 0.13% | 162 |
|
|
2017
Q4 | $621K | Buy |
+29,265
| New | +$621K | 0.14% | 151 |
|