Janney Montgomery Scott’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 | $16.5M | Buy |
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|
2025
Q2 | $15.7M | Sell |
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|
2025
Q1 | $15.7M | Sell |
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|
2024
Q4 | $13.5M | Sell |
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|
2024
Q3 | $13.6M | Sell |
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|
2024
Q2 | $12.6M | Sell |
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|
2024
Q1 | $14.5M | Buy |
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|
2023
Q4 | $11.2M | Sell |
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|
2023
Q3 | $10.6M | Buy |
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|
2023
Q2 | $9.52M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $14.4M | Sell |
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|
2022
Q3 | $13.2M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $7.45M | Buy |
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|
2020
Q3 | $6.56M | Buy |
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|
2020
Q2 | $4.85M | Buy |
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|
2020
Q1 | $3.95M | Buy |
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|
2019
Q4 | $3.56M | Sell |
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|
2019
Q3 | $3.97M | Buy |
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|
2019
Q2 | $3.46M | Sell |
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|
2019
Q1 | $2.97M | Buy |
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|
2018
Q4 | $2.45M | Sell |
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|
2018
Q3 | $2.76M | Buy |
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|
2018
Q2 | $2.31M | Buy |
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|
2018
Q1 | $2.21M | Buy |
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|
2017
Q4 | $2.06M | Buy |
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|
2017
Q3 | $1.75M | Sell |
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|
2017
Q2 | $1.9M | Buy |
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|
2017
Q1 | $1.84M | Buy |
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|
2016
Q4 | $1.08M | Buy |
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|
2016
Q3 | $534K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $237K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $211K | Buy |
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