Jackson Grant Investment Advisers’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 | $1.76K | Hold |
24
| – | – | ﹤0.01% | 368 |
|
|
2025
Q1 | $1.71K | Hold |
24
| – | – | ﹤0.01% | 366 |
|
|
2024
Q4 | $1.4K | Hold |
24
| – | – | ﹤0.01% | 386 |
|
|
2024
Q3 | $1.36K | Hold |
24
| – | – | ﹤0.01% | 392 |
|
|
2024
Q2 | $1.26K | Hold |
24
| – | – | ﹤0.01% | 389 |
|
|
2024
Q1 | $1.42K | Hold |
24
| – | – | ﹤0.01% | 380 |
|
|
2023
Q4 | $1.13K | Hold |
24
| – | – | ﹤0.01% | 381 |
|
|
2023
Q3 | $1.02K | Hold |
24
| – | – | ﹤0.01% | 381 |
|
|
2023
Q2 | $953 | Hold |
24
| – | – | ﹤0.01% | 406 |
|
|
2023
Q1 | $996 | Buy |
+24
| New | +$996 | ﹤0.01% | 446 |
|