KLCM Advisors’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 | $4.01M | Hold |
54,523
| – | – | 0.43% | 44 |
|
2025
Q1 | $3.88M | Hold |
54,523
| – | – | 0.45% | 46 |
|
2024
Q4 | $3.19M | Hold |
54,523
| – | – | 0.37% | 47 |
|
2024
Q3 | $3.09M | Sell |
54,523
-1
| -0% | -$57 | 0.37% | 45 |
|
2024
Q2 | $2.86M | Hold |
54,524
| – | – | 0.35% | 44 |
|
2024
Q1 | $3.21M | Hold |
54,524
| – | – | 0.41% | 38 |
|
2023
Q4 | $2.57M | Hold |
54,524
| – | – | 0.4% | 43 |
|
2023
Q3 | $2.31M | Hold |
54,524
| – | – | 0.43% | 45 |
|
2023
Q2 | $2.16M | Hold |
54,524
| – | – | 0.42% | 45 |
|
2023
Q1 | $2.26M | Hold |
54,524
| – | – | 0.45% | 44 |
|
2022
Q4 | $2.64M | Hold |
54,524
| – | – | 0.54% | 37 |
|
2022
Q3 | $2.35M | Hold |
54,524
| – | – | 0.55% | 39 |
|
2022
Q2 | $2.48M | Hold |
54,524
| – | – | 0.55% | 39 |
|
2022
Q1 | $2.42M | Hold |
54,524
| – | – | 0.51% | 37 |
|
2021
Q4 | $2M | Hold |
54,524
| – | – | 0.43% | 38 |
|
2021
Q3 | $1.77M | Hold |
54,524
| – | – | 0.38% | 39 |
|
2021
Q2 | $1.8M | Hold |
54,524
| – | – | 0.4% | 36 |
|
2021
Q1 | $1.83M | Hold |
54,524
| – | – | 0.41% | 35 |
|
2020
Q4 | $1.61M | Hold |
54,524
| – | – | 0.4% | 35 |
|
2020
Q3 | $1.48M | Buy |
54,524
+578
| +1% | +$15.7K | 0.43% | 38 |
|
2020
Q2 | $1.37M | Hold |
53,946
| – | – | 0.39% | 38 |
|
2020
Q1 | $1.25M | Hold |
53,946
| – | – | 0.4% | 35 |
|
2019
Q4 | $1.66M | Hold |
53,946
| – | – | 0.37% | 36 |
|
2019
Q3 | $1.73M | Hold |
53,946
| – | – | 0.44% | 33 |
|
2019
Q2 | $1.58M | Hold |
53,946
| – | – | 0.39% | 33 |
|
2019
Q1 | $1.35M | Hold |
53,946
| – | – | 0.33% | 35 |
|
2018
Q4 | $1.18M | Hold |
53,946
| – | – | 0.35% | 36 |
|
2018
Q3 | $1.28M | Hold |
53,946
| – | – | 0.31% | 35 |
|
2018
Q2 | $1.16M | Hold |
53,946
| – | – | 0.31% | 36 |
|
2018
Q1 | $1.16M | Sell |
53,946
-388
| -0.7% | -$8.36K | 0.32% | 35 |
|
2017
Q4 | $1.15M | Buy |
54,334
+388
| +0.7% | +$8.23K | 0.28% | 36 |
|
2017
Q3 | $1.07M | Hold |
53,946
| – | – | 0.28% | 36 |
|
2017
Q2 | $1.11M | Sell |
53,946
-338
| -0.6% | -$6.93K | 0.3% | 33 |
|
2017
Q1 | $1.38M | Hold |
54,284
| – | – | 0.39% | 32 |
|
2016
Q4 | $1.31M | Hold |
54,284
| – | – | 0.38% | 31 |
|
2016
Q3 | $1.14M | Hold |
54,284
| – | – | 0.36% | 34 |
|
2016
Q2 | $1.18M | Buy |
54,284
+338
| +0.6% | +$7.32K | 0.41% | 32 |
|
2016
Q1 | $898K | Hold |
53,946
| – | – | 0.31% | 32 |
|
2015
Q4 | $875K | Hold |
53,946
| – | – | 0.32% | 29 |
|
2015
Q3 | $869K | Buy |
+53,946
| New | +$869K | 0.31% | 30 |
|
2015
Q2 | – | Sell |
-107,892
| Closed | -$1.62M | – | 131 |
|
2015
Q1 | $1.62M | Hold |
107,892
| – | – | 0.45% | 26 |
|
2014
Q4 | $1.64M | Hold |
107,892
| – | – | 0.42% | 27 |
|
2014
Q3 | $1.53M | Hold |
107,892
| – | – | 0.4% | 28 |
|
2014
Q2 | $1.48M | Hold |
107,892
| – | – | 0.35% | 32 |
|
2014
Q1 | $1.33M | Hold |
107,892
| – | – | 0.35% | 30 |
|
2013
Q4 | $1.39M | Hold |
107,892
| – | – | 0.38% | 30 |
|
2013
Q3 | $1.37M | Hold |
107,892
| – | – | 0.39% | 30 |
|
2013
Q2 | $1.31M | Buy |
+107,892
| New | +$1.31M | 0.41% | 29 |
|