JFGIW
Johnson Financial Group Inc (Wisconsin)’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.4K | Sell |
618
-846
| -58% | -$62.2K | ﹤0.01% | 470 |
|
|
2025
Q1 | $104K | Sell |
1,464
-30
| -2% | -$2.14K | 0.01% | 473 |
|
|
2024
Q4 | $87.9K | Buy |
1,494
+19
| +1% | +$1.12K | ﹤0.01% | 389 |
|
|
2024
Q3 | $83.7K | Buy |
1,475
+499
| +51% | +$28.3K | ﹤0.01% | 465 |
|
|
2024
Q2 | $76.7K | Hold |
976
| – | – | ﹤0.01% | 404 |
|
|
2024
Q1 | $86.3K | Hold |
976
| – | – | ﹤0.01% | 368 |
|
|
2023
Q4 | $69K | Hold |
976
| – | – | ﹤0.01% | 419 |
|
|
2023
Q3 | $63K | Sell |
976
-789
| -45% | -$51K | ﹤0.01% | 369 |
|
|
2023
Q2 | $105K | Buy |
+1,765
| New | +$105K | 0.01% | 327 |
|
|
2023
Q1 | – | Sell |
-100
| Closed | -$7.26K | – | 722 |
|
|
2022
Q4 | $7.26K | Hold |
100
| – | – | ﹤0.01% | 516 |
|
|
2022
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 517 |
|
|
2022
Q2 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 560 |
|
|
2020
Q1 | – | Sell |
-189
| Closed | -$13K | – | 519 |
|
|
2019
Q4 | $13K | Hold |
189
| – | – | ﹤0.01% | 396 |
|
|
2019
Q3 | $14K | Sell |
189
-364
| -66% | -$27K | ﹤0.01% | 429 |
|
|
2019
Q2 | $36K | Buy |
553
+184
| +50% | +$12K | ﹤0.01% | 351 |
|
|
2019
Q1 | $31K | Sell |
369
-335
| -48% | -$28.1K | ﹤0.01% | 357 |
|
|
2018
Q4 | $52K | Hold |
704
| – | – | 0.01% | 318 |
|
|
2018
Q3 | $56K | Hold |
704
| – | – | 0.01% | 312 |
|
|
2018
Q2 | $51K | Sell |
704
-235
| -25% | -$17K | 0.01% | 330 |
|
|
2018
Q1 | $68K | Sell |
939
-12,061
| -93% | -$873K | 0.01% | 315 |
|
|
2017
Q4 | $931K | Sell |
13,000
-1,165
| -8% | -$83.4K | 0.11% | 129 |
|
|
2017
Q3 | $945K | Sell |
14,165
-860
| -6% | -$57.4K | 0.12% | 122 |
|
|
2017
Q2 | $1.04M | Sell |
15,025
-1,330
| -8% | -$92K | 0.15% | 116 |
|
|
2017
Q1 | $1.16M | Sell |
16,355
-719
| -4% | -$50.8K | 0.15% | 143 |
|
|
2016
Q4 | $1.14M | Sell |
17,074
-175
| -1% | -$11.6K | 0.16% | 137 |
|
|
2016
Q3 | $996K | Sell |
17,249
-1,893
| -10% | -$109K | 0.13% | 142 |
|
|
2016
Q2 | $1.15M | Buy |
19,142
+495
| +3% | +$29.7K | 0.16% | 129 |
|
|
2016
Q1 | $1.05M | Buy |
18,647
+34
| +0.2% | +$1.91K | 0.21% | 106 |
|
|
2015
Q4 | $1.02M | Sell |
18,613
-526
| -3% | -$28.8K | 0.21% | 106 |
|
|
2015
Q3 | $1.04M | Buy |
19,139
+1,835
| +11% | +$99.8K | 0.23% | 101 |
|
|
2015
Q2 | $899K | Buy |
17,304
+7,965
| +85% | +$414K | 0.19% | 118 |
|
|
2015
Q1 | $472K | Buy |
9,339
+9,135
| +4,478% | +$462K | 0.1% | 170 |
|
|
2014
Q4 | $10K | Hold |
204
| – | – | ﹤0.01% | 648 |
|
|
2014
Q3 | $10K | Hold |
204
| – | – | ﹤0.01% | 617 |
|
|
2014
Q2 | $9K | Hold |
204
| – | – | ﹤0.01% | 608 |
|
|
2014
Q1 | $8K | Hold |
204
| – | – | ﹤0.01% | 606 |
|
|
2013
Q4 | $9K | Hold |
204
| – | – | ﹤0.01% | 587 |
|
|
2013
Q3 | $9K | Hold |
204
| – | – | ﹤0.01% | 570 |
|
|
2013
Q2 | $8K | Buy |
+204
| New | +$8K | ﹤0.01% | 588 |
|