Ingalls & Snyder LLC’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 | $346K | Sell |
4,711
-8
| -0.2% | -$588 | 0.01% | 335 |
|
|
2025
Q1 | $336K | Sell |
4,719
-59
| -1% | -$4.2K | 0.01% | 332 |
|
|
2024
Q4 | $280K | Sell |
4,778
-33
| -0.7% | -$1.93K | 0.01% | 360 |
|
|
2024
Q3 | $273K | Sell |
4,811
-10
| -0.2% | -$567 | 0.01% | 365 |
|
|
2024
Q2 | $253K | Hold |
4,821
| – | – | 0.01% | 350 |
|
|
2024
Q1 | $284K | Hold |
4,821
| – | – | 0.01% | 345 |
|
|
2023
Q4 | $227K | Hold |
4,821
| – | – | 0.01% | 375 |
|
|
2023
Q3 | $204K | Buy |
+4,821
| New | +$204K | 0.01% | 380 |
|
|
2023
Q2 | – | Sell |
-4,865
| Closed | -$202K | – | 427 |
|
|
2023
Q1 | $202K | Sell |
4,865
-124
| -2% | -$5.15K | 0.01% | 380 |
|
|
2022
Q4 | $241K | Hold |
4,989
| – | – | 0.01% | 361 |
|
|
2022
Q3 | $215K | Hold |
4,989
| – | – | 0.01% | 365 |
|
|
2022
Q2 | $227K | Hold |
4,989
| – | – | 0.01% | 369 |
|
|
2022
Q1 | $221K | Buy |
+4,989
| New | +$221K | 0.01% | 401 |
|