Independent Advisor Alliance’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 | $4.86M | Buy |
66,180
+874
| +1% | +$64.2K | 0.14% | 118 |
|
|
2025
Q1 | $4.65M | Buy |
65,306
+205
| +0.3% | +$14.6K | 0.15% | 112 |
|
|
2024
Q4 | $3.81M | Buy |
65,101
+2,382
| +4% | +$139K | 0.05% | 336 |
|
|
2024
Q3 | $3.56M | Sell |
62,719
-1,730
| -3% | -$98.1K | 0.13% | 140 |
|
|
2024
Q2 | $3.38M | Buy |
64,449
+1,476
| +2% | +$77.3K | 0.12% | 154 |
|
|
2024
Q1 | $3.71M | Buy |
62,973
+795
| +1% | +$46.9K | 0.13% | 134 |
|
|
2023
Q4 | $2.93M | Buy |
62,178
+4,939
| +9% | +$233K | 0.11% | 161 |
|
|
2023
Q3 | $2.42M | Buy |
57,239
+5,582
| +11% | +$236K | 0.11% | 173 |
|
|
2023
Q2 | $2.05M | Sell |
51,657
-1,248
| -2% | -$49.6K | 0.09% | 186 |
|
|
2023
Q1 | $2.2M | Buy |
52,905
+2,740
| +5% | +$114K | 0.11% | 178 |
|
|
2022
Q4 | $2.43K | Sell |
50,165
-6,886
| -12% | -$333 | ﹤0.01% | 234 |
|
|
2022
Q3 | $2.46M | Buy |
57,051
+4,186
| +8% | +$180K | 0.14% | 140 |
|
|
2022
Q2 | $2.41M | Buy |
52,865
+3,048
| +6% | +$139K | 0.13% | 138 |
|
|
2022
Q1 | $2.21M | Buy |
49,817
+4,203
| +9% | +$187K | 0.11% | 171 |
|
|
2021
Q4 | $1.67M | Buy |
45,614
+3,111
| +7% | +$114K | 0.08% | 186 |
|
|
2021
Q3 | $1.38M | Buy |
42,503
+2,829
| +7% | +$92K | 0.08% | 214 |
|
|
2021
Q2 | $1.31M | Buy |
39,674
+1,478
| +4% | +$48.9K | 0.07% | 222 |
|
|
2021
Q1 | $1.28M | Buy |
38,196
+889
| +2% | +$29.8K | 0.08% | 215 |
|
|
2020
Q4 | $1.1M | Buy |
37,307
+1,858
| +5% | +$54.8K | 0.07% | 201 |
|
|
2020
Q3 | $963K | Buy |
35,449
+23,018
| +185% | +$625K | 0.07% | 190 |
|
|
2020
Q2 | $317K | Buy |
12,431
+1,991
| +19% | +$50.8K | 0.03% | 353 |
|
|
2020
Q1 | $242K | Hold |
10,440
| – | – | 0.04% | 323 |
|
|
2019
Q4 | $321K | Buy |
10,440
+1,138
| +12% | +$35K | 0.01% | 661 |
|
|
2019
Q3 | $299K | Buy |
+9,302
| New | +$299K | 0.04% | 339 |
|