Investment Partners Asset Management’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 | $496K | Hold |
6,750
| – | – | 0.35% | 90 |
|
|
2025
Q1 | $480K | Hold |
6,750
| – | – | 0.38% | 82 |
|
|
2024
Q4 | $395K | Hold |
6,750
| – | – | 0.31% | 99 |
|
|
2024
Q3 | $383K | Hold |
6,750
| – | – | 0.31% | 98 |
|
|
2024
Q2 | $354K | Hold |
6,750
| – | – | 0.32% | 96 |
|
|
2024
Q1 | $398K | Hold |
6,750
| – | – | 0.36% | 87 |
|
|
2023
Q4 | $318K | Buy |
+6,750
| New | +$318K | 0.32% | 95 |
|