IFP Advisors’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 | $279K | Sell |
3,804
-791
| -17% | -$58.1K | 0.01% | 1099 |
|
|
2025
Q1 | $327K | Sell |
4,595
-1,366
| -23% | -$97.2K | 0.01% | 947 |
|
|
2024
Q4 | $349K | Buy |
5,961
+27
| +0.5% | +$1.58K | 0.01% | 883 |
|
|
2024
Q3 | $337K | Buy |
5,934
+2,806
| +90% | +$159K | 0.01% | 848 |
|
|
2024
Q2 | $164K | Buy |
3,128
+56
| +2% | +$2.93K | 0.01% | 1133 |
|
|
2024
Q1 | $181K | Buy |
3,072
+25
| +0.8% | +$1.47K | 0.01% | 1047 |
|
|
2023
Q4 | $144K | Sell |
3,047
-229
| -7% | -$10.8K | 0.01% | 1112 |
|
|
2023
Q3 | $139K | Buy |
3,276
+6
| +0.2% | +$254 | 0.01% | 1127 |
|
|
2023
Q2 | $130K | Sell |
3,270
-186
| -5% | -$7.39K | 0.01% | 1204 |
|
|
2023
Q1 | $177K | Sell |
3,456
-1,964
| -36% | -$101K | 0.01% | 992 |
|
|
2022
Q4 | $277K | Sell |
5,420
-738
| -12% | -$37.7K | 0.01% | 1178 |
|
|
2022
Q3 | $320K | Buy |
6,158
+1,682
| +38% | +$87.4K | 0.01% | 1156 |
|
|
2022
Q2 | $233K | Hold |
4,476
| – | – | 0.01% | 1201 |
|
|
2022
Q1 | $233K | Buy |
4,476
+1,373
| +44% | +$71.5K | 0.01% | 1201 |
|
|
2021
Q4 | $115K | Hold |
3,103
| – | – | ﹤0.01% | 1188 |
|
|
2021
Q3 | $101K | Hold |
3,103
| – | – | ﹤0.01% | 1257 |
|
|
2021
Q2 | $102K | Sell |
3,103
-1,485
| -32% | -$48.8K | ﹤0.01% | 1236 |
|
|
2021
Q1 | $152K | Sell |
4,588
-432
| -9% | -$14.3K | ﹤0.01% | 972 |
|
|
2020
Q4 | $148K | Sell |
5,020
-3,375
| -40% | -$99.5K | 0.01% | 944 |
|
|
2020
Q3 | $228K | Sell |
8,395
-25
| -0.3% | -$679 | 0.01% | 659 |
|
|
2020
Q2 | $212K | Sell |
8,420
-1,491
| -15% | -$37.5K | 0.02% | 647 |
|
|
2020
Q1 | $223K | Sell |
9,911
-1,254
| -11% | -$28.2K | 0.02% | 544 |
|
|
2019
Q4 | $340K | Sell |
11,165
-2,943
| -21% | -$89.6K | 0.03% | 515 |
|
|
2019
Q3 | $449K | Buy |
+14,108
| New | +$449K | 0.03% | 520 |
|
|
2019
Q1 | $21K | Sell |
844
-14,701
| -95% | -$366K | ﹤0.01% | 1337 |
|
|
2018
Q4 | $336K | Sell |
15,545
-986
| -6% | -$21.3K | 0.02% | 669 |
|
|
2018
Q3 | $392K | Buy |
16,531
+13,662
| +476% | +$324K | 0.02% | 785 |
|
|
2018
Q2 | $62K | Sell |
2,869
-776
| -21% | -$16.8K | ﹤0.01% | 1768 |
|
|
2018
Q1 | $77K | Hold |
3,645
| – | – | ﹤0.01% | 1538 |
|
|
2017
Q4 | $77K | Sell |
3,645
-2,562
| -41% | -$54.1K | ﹤0.01% | 1535 |
|
|
2017
Q3 | $123K | Sell |
6,207
-1,242
| -17% | -$24.6K | ﹤0.01% | 1424 |
|
|
2017
Q2 | $153K | Buy |
7,449
+483
| +7% | +$9.92K | 0.01% | 1273 |
|
|
2017
Q1 | $146K | Buy |
6,966
+4,776
| +218% | +$100K | 0.01% | 1274 |
|
|
2016
Q4 | $43K | Buy |
2,190
+6
| +0.3% | +$118 | ﹤0.01% | 1976 |
|
|
2016
Q3 | $37K | Sell |
2,184
-550
| -20% | -$9.32K | ﹤0.01% | 1994 |
|
|
2016
Q2 | $49K | Buy |
2,734
+1,890
| +224% | +$33.9K | ﹤0.01% | 1772 |
|
|
2016
Q1 | $21K | Sell |
844
-1,782
| -68% | -$44.3K | ﹤0.01% | 1337 |
|
|
2015
Q4 | $43K | Buy |
+2,626
| New | +$43K | ﹤0.01% | 1701 |
|