Jefferies Financial Group’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
Q1 | – | Sell |
-96,988
| Closed | -$5.68M | – | 1648 |
|
|
2024
Q4 | $5.68M | Buy |
+96,988
| New | +$5.68M | 0.03% | 239 |
|
|
2024
Q2 | – | Sell |
-29,141
| Closed | -$1.72M | – | 1509 |
|
|
2024
Q1 | $1.72M | Sell |
29,141
-109
| -0.4% | -$6.43K | 0.02% | 445 |
|
|
2023
Q4 | $1.38M | Buy |
29,250
+3,280
| +13% | +$155K | 0.01% | 552 |
|
|
2023
Q3 | $1.1M | Buy |
+25,970
| New | +$1.1M | 0.01% | 499 |
|
|
2023
Q1 | – | Sell |
-25,887
| Closed | -$1.25M | – | 1435 |
|
|
2022
Q4 | $1.25M | Buy |
+25,887
| New | +$1.25M | 0.01% | 459 |
|