JPMorgan Chase & Co’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 | $534M | Buy |
7,274,234
+577,873
| +9% | +$42.5M | 0.03% | 383 |
|
|
2025
Q1 | $477M | Sell |
6,696,361
-396,910
| -6% | -$28.2M | 0.03% | 372 |
|
|
2024
Q4 | $415M | Sell |
7,093,271
-273,153
| -4% | -$16M | 0.03% | 400 |
|
|
2024
Q3 | $418M | Buy |
7,366,424
+241,128
| +3% | +$13.7M | 0.03% | 416 |
|
|
2024
Q2 | $373M | Buy |
7,125,296
+249,329
| +4% | +$13.1M | 0.03% | 411 |
|
|
2024
Q1 | $405M | Buy |
6,875,967
+414,171
| +6% | +$24.4M | 0.03% | 416 |
|
|
2023
Q4 | $305M | Buy |
6,461,796
+380,818
| +6% | +$18M | 0.03% | 455 |
|
|
2023
Q3 | $257M | Buy |
6,080,978
+3,942
| +0.1% | +$167K | 0.03% | 449 |
|
|
2023
Q2 | $241M | Buy |
6,077,036
+2,060,370
| +51% | +$81.8M | 0.03% | 475 |
|
|
2023
Q1 | $167M | Sell |
4,016,666
-564,450
| -12% | -$23.4M | 0.02% | 558 |
|
|
2022
Q4 | $222M | Buy |
4,581,116
+138,900
| +3% | +$6.72M | 0.03% | 459 |
|
|
2022
Q3 | $191M | Sell |
4,442,216
-207,583
| -4% | -$8.94M | 0.03% | 473 |
|
|
2022
Q2 | $212M | Sell |
4,649,799
-277,722
| -6% | -$12.6M | 0.03% | 458 |
|
|
2022
Q1 | $219M | Sell |
4,927,521
-20,697
| -0.4% | -$919K | 0.03% | 507 |
|
|
2021
Q4 | $181M | Buy |
4,948,218
+35,365
| +0.7% | +$1.29M | 0.02% | 572 |
|
|
2021
Q3 | $160M | Sell |
4,912,853
-93,537
| -2% | -$3.04M | 0.02% | 620 |
|
|
2021
Q2 | $166M | Buy |
5,006,390
+66,351
| +1% | +$2.19M | 0.02% | 627 |
|
|
2021
Q1 | $165M | Sell |
4,940,039
-49,170
| -1% | -$1.65M | 0.02% | 596 |
|
|
2020
Q4 | $147M | Sell |
4,989,209
-123,189
| -2% | -$3.64M | 0.02% | 594 |
|
|
2020
Q3 | $139M | Buy |
5,112,398
+212,152
| +4% | +$5.75M | 0.02% | 548 |
|
|
2020
Q2 | $125M | Sell |
4,900,246
-201,649
| -4% | -$5.13M | 0.02% | 548 |
|
|
2020
Q1 | $118M | Buy |
5,101,895
+182,247
| +4% | +$4.23M | 0.03% | 494 |
|
|
2019
Q4 | $151M | Sell |
4,919,648
-2,005,431
| -29% | -$61.6M | 0.03% | 485 |
|
|
2019
Q3 | $222M | Buy |
6,925,079
+924,048
| +15% | +$29.7M | 0.04% | 386 |
|
|
2019
Q2 | $174M | Sell |
6,001,031
-68,495
| -1% | -$1.98M | 0.03% | 465 |
|
|
2019
Q1 | $152M | Sell |
6,069,526
-337,577
| -5% | -$8.47M | 0.03% | 479 |
|
|
2018
Q4 | $140M | Sell |
6,407,103
-872,394
| -12% | -$19.1M | 0.03% | 477 |
|
|
2018
Q3 | $172M | Buy |
7,279,497
+261,488
| +4% | +$6.19M | 0.03% | 468 |
|
|
2018
Q2 | $151M | Buy |
7,018,009
+198,599
| +3% | +$4.26M | 0.03% | 489 |
|
|
2018
Q1 | $147M | Buy |
6,819,410
+717,596
| +12% | +$15.5M | 0.03% | 480 |
|
|
2017
Q4 | $130M | Sell |
6,101,814
-608,688
| -9% | -$12.9M | 0.03% | 506 |
|
|
2017
Q3 | $133M | Buy |
6,710,502
+270,259
| +4% | +$5.34M | 0.03% | 502 |
|
|
2017
Q2 | $132M | Buy |
6,440,243
+189,578
| +3% | +$3.89M | 0.03% | 494 |
|
|
2017
Q1 | $131M | Buy |
6,250,665
+618,360
| +11% | +$12.9M | 0.03% | 475 |
|
|
2016
Q4 | $111M | Buy |
5,632,305
+44,034
| +0.8% | +$868K | 0.03% | 511 |
|
|
2016
Q3 | $95.6M | Sell |
5,588,271
-11,954
| -0.2% | -$205K | 0.02% | 527 |
|
|
2016
Q2 | $99.4M | Buy |
5,600,225
+739,351
| +15% | +$13.1M | 0.02% | 516 |
|
|
2016
Q1 | $80.9M | Sell |
4,860,874
-4,397,406
| -47% | -$73.2M | 0.02% | 555 |
|
|
2015
Q4 | $150M | Sell |
9,258,280
-580,108
| -6% | -$9.41M | 0.04% | 431 |
|
|
2015
Q3 | $158M | Sell |
9,838,388
-3,482,582
| -26% | -$56.1M | 0.04% | 402 |
|
|
2015
Q2 | $205M | Buy |
13,320,970
+503,520
| +4% | +$7.75M | 0.05% | 376 |
|
|
2015
Q1 | $192M | Sell |
12,817,450
-2,283,009
| -15% | -$34.2M | 0.04% | 416 |
|
|
2014
Q4 | $229M | Sell |
15,100,459
-3,903,245
| -21% | -$59.3M | 0.05% | 363 |
|
|
2014
Q3 | $269M | Buy |
19,003,704
+488,670
| +3% | +$6.92M | 0.06% | 321 |
|
|
2014
Q2 | $254M | Buy |
18,515,034
+150,012
| +0.8% | +$2.06M | 0.06% | 325 |
|
|
2014
Q1 | $226M | Buy |
18,365,022
+1,192,364
| +7% | +$14.7M | 0.06% | 323 |
|
|
2013
Q4 | $221M | Sell |
17,172,658
-686,236
| -4% | -$8.82M | 0.06% | 320 |
|
|
2013
Q3 | $227M | Sell |
17,858,894
-283,368
| -2% | -$3.6M | 0.07% | 290 |
|
|
2013
Q2 | $220M | Buy |
+18,142,262
| New | +$220M | 0.07% | 288 |
|