Integrated Wealth Concepts’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 | $1.69M | Buy |
22,945
+5,437
| +31% | +$399K | 0.02% | 675 |
|
|
2025
Q1 | $1.25M | Sell |
17,508
-857
| -5% | -$61K | 0.01% | 730 |
|
|
2024
Q4 | $1.07M | Buy |
18,365
+1,806
| +11% | +$106K | 0.01% | 779 |
|
|
2024
Q3 | $939K | Sell |
16,559
-754
| -4% | -$42.8K | 0.01% | 827 |
|
|
2024
Q2 | $907K | Sell |
17,313
-924
| -5% | -$48.4K | 0.01% | 803 |
|
|
2024
Q1 | $1.08M | Buy |
18,237
+145
| +0.8% | +$8.55K | 0.02% | 723 |
|
|
2023
Q4 | $853K | Sell |
18,092
-1,087
| -6% | -$51.2K | 0.01% | 795 |
|
|
2023
Q3 | $812K | Buy |
19,179
+475
| +3% | +$20.1K | 0.01% | 774 |
|
|
2023
Q2 | $743K | Buy |
+18,704
| New | +$743K | 0.01% | 807 |
|