Kestra Advisory Services’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.19M | Buy |
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|
2025
Q2 | $1.25M | Sell |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $948K | Buy |
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|
2024
Q3 | $825K | Buy |
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|
2024
Q2 | $735K | Sell |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $766K | Buy |
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|
2023
Q3 | $432K | Buy |
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|
2023
Q2 | $351K | Sell |
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|
2023
Q1 | $423K | Sell |
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|
2022
Q4 | $1.17M | Buy |
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|
2022
Q3 | $828K | Buy |
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|
2022
Q2 | $548K | Sell |
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|
2022
Q1 | $747K | Buy |
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|
2021
Q4 | $333K | Sell |
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|
2021
Q3 | $320K | Sell |
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|
2021
Q2 | $347K | Sell |
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|
2021
Q1 | $425K | Buy |
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|
2020
Q4 | $206K | Buy |
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