Isthmus Partners’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Sell |
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|
2025
Q1 | $16M | Sell |
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|
2024
Q4 | $13.2M | Sell |
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|
2024
Q3 | $13M | Sell |
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|
2024
Q2 | $12.1M | Sell |
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|
2024
Q1 | $13.9M | Sell |
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|
2023
Q4 | $11.6M | Buy |
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|
2023
Q3 | $10.2M | Sell |
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|
2023
Q2 | $9.56M | Buy |
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|
2023
Q1 | $9.83M | Sell |
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|
2022
Q4 | $11.5M | Sell |
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|
2022
Q3 | $10.5M | Sell |
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|
2022
Q2 | $11.2M | Sell |
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|
2022
Q1 | $11M | Buy |
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|
2021
Q4 | $8.89M | Buy |
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|
2021
Q3 | $7.76M | Buy |
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|
2021
Q2 | $7.82M | Buy |
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|
2021
Q1 | $7.86M | Buy |
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|
2020
Q4 | $6.57M | Buy |
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|
2020
Q3 | $5.92M | Buy |
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|
2020
Q2 | $4.99M | Buy |
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|
2020
Q1 | $4.46M | Sell |
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|
2019
Q4 | $5.91M | Buy |
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|
2019
Q3 | $6.16M | Buy |
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