Jones Financial Companies
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Jones Financial Companies’s W.R. Berkley WRB Stock Holding History

Jones Financial Companies’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$471K Buy
2025
Q2 		$415K Buy
2025
Q1 		$253K Buy
2024
Q4 		$138K Buy
2024
Q3 		$80.2K Buy
2024
Q2 		$58.3K Buy
2024
Q1 		$40.5K Buy
2023
Q4 		$8.91K Buy