IFM Investors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.46M | Sell |
52,277
-5,617
| -10% | -$387K | 0.03% | 451 |
|
|
2025
Q4 | $4.06M | Buy |
57,894
+2,213
| +4% | +$163K | 0.03% | 416 |
|
|
2025
Q3 | $4.23M | Buy |
55,681
+405
| +0.7% | +$28.8K | 0.04% | 390 |
|
|
2025
Q2 | $4.06M | Buy |
55,276
+3,564
| +7% | +$255K | 0.04% | 389 |
|
|
2025
Q1 | $3.68M | Sell |
51,712
-1,766
| -3% | -$108K | 0.04% | 393 |
|
|
2024
Q4 | $3.13M | Sell |
53,478
-3,827
| -7% | -$229K | 0.03% | 443 |
|
|
2024
Q3 | $3.25M | Sell |
57,305
-7,951
| -12% | -$446K | 0.03% | 453 |
|
|
2024
Q2 | $3.42M | Hold |
65,256
| – | – | 0.03% | 427 |
|
|
2024
Q1 | $3.85M | Sell |
65,256
-1,419
| -2% | -$76.8K | 0.04% | 386 |
|
|
2023
Q4 | $3.14M | Sell |
66,675
-2,204
| -3% | -$100K | 0.04% | 409 |
|
|
2023
Q3 | $2.92M | Buy |
68,879
+3,818
| +6% | +$158K | 0.04% | 423 |
|
|
2023
Q2 | $2.58M | Buy |
65,061
+1,092
| +2% | +$42.9K | 0.03% | 449 |
|
|
2023
Q1 | $2.66M | Buy |
63,969
+2,589
| +4% | +$116K | 0.04% | 423 |
|
|
2022
Q4 | $2.97M | Buy |
61,380
+2,071
| +3% | +$99.9K | 0.05% | 370 |
|
|
2022
Q3 | $2.55M | Buy |
59,309
+4,263
| +8% | +$185K | 0.05% | 374 |
|
|
2022
Q2 | $2.5M | Hold |
55,046
| – | – | 0.04% | 393 |
|
|
2022
Q1 | $2.44M | Buy |
55,046
+10,269
| +23% | +$410K | 0.04% | 437 |
|
|
2021
Q4 | $1.64M | Hold |
44,777
| – | – | 0.03% | 514 |
|
|
2021
Q3 | $1.46M | Hold |
44,777
| – | – | 0.03% | 512 |
|
|
2021
Q2 | $1.48M | Buy |
44,777
+10,399
| +30% | +$360K | 0.03% | 531 |
|
|
2021
Q1 | $1.15M | Buy |
34,378
+2,552
| +8% | +$78.7K | 0.03% | 516 |
|
|
2020
Q4 | $940K | Buy |
31,826
+5,420
| +21% | +$156K | 0.03% | 510 |
|
|
2020
Q3 | $718K | Buy |
26,406
+2,905
| +12% | +$79.6K | 0.03% | 483 |
|
|
2020
Q2 | $598K | Sell |
23,501
-7,569
| -24% | -$186K | 0.03% | 482 |
|
|
2020
Q1 | $753K | Sell |
31,070
-934
| -3% | -$27.8K | 0.03% | 448 |
|
|
2019
Q4 | $983K | Sell |
32,004
-1,780
| -5% | -$54.9K | 0.03% | 477 |
|
|
2019
Q3 | $1.08M | Buy |
33,784
+9,371
| +38% | +$293K | 0.04% | 443 |
|
|
2019
Q2 | $715K | Sell |
24,413
-322
| -1% | -$8.81K | 0.04% | 454 |
|
|
2019
Q1 | $621K | Buy |
24,735
+6,115
| +33% | +$144K | 0.04% | 438 |
|
|
2018
Q4 | $408K | Buy |
18,620
+1,272
| +7% | +$28.6K | 0.03% | 496 |
|
|
2018
Q3 | $411K | Buy |
17,348
+2,640
| +18% | +$59.9K | 0.03% | 507 |
|
|
2018
Q2 | $316K | Buy |
14,708
+4,333
| +42% | +$96.4K | 0.03% | 523 |
|
|
2018
Q1 | $223K | Buy |
+10,375
| New | +$216K | 0.03% | 508 |
|
Other funds holding WRB
MSI
VCM
VPM
