JT Stratford LLC’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 | $1.6M | Sell |
21,757
-2,234
| -9% | -$164K | 0.24% | 90 |
|
|
2025
Q1 | $1.71M | Sell |
23,991
-2,029
| -8% | -$144K | 0.3% | 80 |
|
|
2024
Q4 | $1.52M | Buy |
26,020
+1,226
| +5% | +$71.7K | 0.25% | 90 |
|
|
2024
Q3 | $1.41M | Buy |
24,794
+6
| +0% | +$340 | 0.24% | 101 |
|
|
2024
Q2 | $1.3M | Buy |
24,788
+4,001
| +19% | +$210K | 0.24% | 98 |
|
|
2024
Q1 | $1.23M | Buy |
20,787
+5,211
| +33% | +$307K | 0.24% | 108 |
|
|
2023
Q4 | $734K | Buy |
+15,576
| New | +$734K | 0.17% | 144 |
|