Leavell Investment Management’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 | $2.4M | Hold |
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|
2025
Q2 | $2.3M | Sell |
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|
2025
Q1 | $2.24M | Buy |
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|
2024
Q4 | $1.83M | Buy |
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|
2024
Q3 | $1.77M | Buy |
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|
2024
Q2 | $1.62M | Buy |
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|
2024
Q1 | $1.8M | Hold |
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.29M | Hold |
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|
2023
Q1 | $1.34M | Hold |
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|
2022
Q4 | $1.57M | Hold |
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|
2022
Q3 | $1.4M | Hold |
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|
2022
Q2 | $1.49M | Sell |
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|
2022
Q1 | $1.44M | Hold |
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|
2021
Q4 | $1.19M | Hold |
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|
2021
Q3 | $1.05M | Hold |
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|
2021
Q2 | $1.08M | Hold |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $976K | Hold |
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|
2020
Q3 | $899K | Sell |
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|
2020
Q2 | $911K | Hold |
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|
2020
Q1 | $829K | Sell |
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|
2019
Q4 | $1.14M | Sell |
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|
2019
Q3 | $1.22M | Hold |
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|
2019
Q2 | $1.12M | Sell |
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|
2019
Q1 | $950K | Hold |
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|
2018
Q4 | $828K | Buy |
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|
2018
Q3 | $897K | Hold |
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|
2018
Q2 | $808K | Buy |
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|
2018
Q1 | $805K | Hold |
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|
2017
Q4 | $792K | Hold |
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|
2017
Q3 | $737K | Hold |
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|
2017
Q2 | $764K | Hold |
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|
2017
Q1 | $780K | Buy |
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|
2016
Q4 | $575K | Buy |
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|
2016
Q3 | $401K | Hold |
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|
2016
Q2 | $416K | Buy |
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|
2016
Q1 | $362K | Hold |
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|
2015
Q4 | $353K | Hold |
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|
2015
Q3 | $351K | Hold |
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|
2015
Q2 | $335K | Hold |
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|
2015
Q1 | $326K | Hold |
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|
2014
Q4 | $331K | Hold |
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|
2014
Q3 | $308K | Hold |
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|
2014
Q2 | $299K | Hold |
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|
2014
Q1 | $268K | Hold |
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|
2013
Q4 | $280K | Hold |
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|
2013
Q3 | $276K | Hold |
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|
2013
Q2 | $264K | Buy |
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