InceptionR’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
Q1 | – | Sell |
-14,978
| Closed | -$877K | – | 869 |
|
|
2024
Q4 | $877K | Sell |
14,978
-7,919
| -35% | -$463K | 0.2% | 196 |
|
|
2024
Q3 | $1.3M | Buy |
+22,897
| New | +$1.3M | 0.32% | 83 |
|
|
2023
Q2 | – | Sell |
-7,293
| Closed | -$303K | – | 630 |
|
|
2023
Q1 | $303K | Buy |
+7,293
| New | +$303K | 0.1% | 342 |
|