Jackson Grant Investment Advisers’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
Q3 | $1.84K | Hold |
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|
2025
Q2 | $1.76K | Hold |
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|
2025
Q1 | $1.71K | Hold |
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|
2024
Q4 | $1.4K | Hold |
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|
2024
Q3 | $1.36K | Hold |
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|
2024
Q2 | $1.26K | Hold |
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|
2024
Q1 | $1.42K | Hold |
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|
2023
Q4 | $1.13K | Hold |
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|
2023
Q3 | $1.02K | Hold |
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|
2023
Q2 | $953 | Hold |
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|
2023
Q1 | $996 | Buy |
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