IIM
INTECH Investment Management’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
151,419
+6,567
| +5% | +$482K | 0.1% | 161 |
|
|
2025
Q1 | $10.3M | Sell |
144,852
-76,756
| -35% | -$5.46M | 0.11% | 156 |
|
|
2024
Q4 | $13M | Sell |
221,608
-13,208
| -6% | -$773K | 0.13% | 131 |
|
|
2024
Q3 | $13.3M | Buy |
234,816
+107,866
| +85% | +$2.52M | 0.15% | 126 |
|
|
2024
Q2 | $9.98M | Buy |
126,950
+29,201
| +30% | +$2.29M | 0.12% | 151 |
|
|
2024
Q1 | $8.64M | Buy |
97,749
+13,884
| +17% | +$1.23M | 0.12% | 154 |
|
|
2023
Q4 | $5.93M | Sell |
83,865
-32,497
| -28% | -$2.3M | 0.09% | 219 |
|
|
2023
Q3 | $7.39M | Sell |
116,362
-16,614
| -12% | -$1.05M | 0.11% | 201 |
|
|
2023
Q2 | $7.92M | Sell |
132,976
-123,776
| -48% | -$7.37M | 0.08% | 228 |
|
|
2023
Q1 | $16M | Buy |
256,752
+5,453
| +2% | +$339K | 0.13% | 216 |
|
|
2022
Q4 | $18.2M | Buy |
251,299
+188,657
| +301% | +$13.7M | 0.14% | 203 |
|
|
2022
Q3 | $4.05M | Buy |
62,642
+42,635
| +213% | +$2.75M | 0.03% | 379 |
|
|
2022
Q2 | $1.37M | Buy |
+20,007
| New | +$1.37M | 0.01% | 492 |
|