Leavell Investment Management’s W.R. Berkley WRB Stock Holding History

Leavell Investment Management’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.3M	Sell	31,327 -105	-0.3%	-$7.71K	0.1%	193
2025 Q1	$2.24M	Buy	31,432 +90	+0.3%	+$6.4K	0.11%	185
2024 Q4	$1.83M	Buy	31,342 +110	+0.4%	+$6.44K	0.09%	205
2024 Q3	$1.77M	Buy	31,232 +356	+1%	+$20.2K	0.09%	213
2024 Q2	$1.62M	Buy	30,876 +271	+0.9%	+$14.2K	0.09%	203
2024 Q1	$1.8M	Hold	30,605	–	–	0.1%	187
2023 Q4	$1.44M	Sell	30,605 -285	-0.9%	-$13.4K	0.09%	208
2023 Q3	$1.32M	Sell	30,890 -1,500	-5%	-$64.1K	0.09%	206
2023 Q2	$1.29M	Hold	32,390	–	–	0.09%	213
2023 Q1	$1.34M	Hold	32,390	–	–	0.1%	202
2022 Q4	$1.57M	Hold	32,390	–	–	0.12%	183
2022 Q3	$1.4M	Hold	32,390	–	–	0.11%	183
2022 Q2	$1.49M	Sell	32,390 -1	-0%	-$46	0.11%	175
2022 Q1	$1.44M	Hold	32,391	–	–	0.1%	185
2021 Q4	$1.19M	Hold	32,391	–	–	0.08%	217
2021 Q3	$1.05M	Hold	32,391	–	–	0.08%	215
2021 Q2	$1.09M	Hold	32,391	–	–	0.09%	195
2021 Q1	$1.09M	Sell	32,391 -675	-2%	-$22.6K	0.09%	195
2020 Q4	$976K	Hold	33,066	–	–	0.08%	195
2020 Q3	$899K	Sell	33,066 -2,700	-8%	-$73.4K	0.08%	191
2020 Q2	$911K	Hold	35,766	–	–	0.09%	182
2020 Q1	$829K	Sell	35,766 -1,350	-4%	-$31.3K	0.1%	174
2019 Q4	$1.14M	Sell	37,116 -675	-2%	-$20.7K	0.11%	169
2019 Q3	$1.22M	Hold	37,791	–	–	0.12%	162
2019 Q2	$1.12M	Sell	37,791 -2	-0%	-$59	0.12%	170
2019 Q1	$950K	Hold	37,793	–	–	0.11%	185
2018 Q4	$828K	Buy	37,793 +212	+0.6%	+$4.65K	0.1%	189
2018 Q3	$897K	Hold	37,581	–	–	0.1%	195
2018 Q2	$808K	Buy	37,581 +287	+0.8%	+$6.17K	0.09%	201
2018 Q1	$805K	Hold	37,294	–	–	0.09%	199
2017 Q4	$792K	Hold	37,294	–	–	0.09%	204
2017 Q3	$737K	Hold	37,294	–	–	0.09%	204
2017 Q2	$764K	Hold	37,294	–	–	0.1%	196
2017 Q1	$780K	Buy	37,294 +8,100	+28%	+$169K	0.1%	180
2016 Q4	$575K	Buy	29,194 +5,738	+24%	+$113K	0.08%	219
2016 Q3	$401K	Hold	23,456	–	–	0.06%	265
2016 Q2	$416K	Buy	23,456 +1,687	+8%	+$29.9K	0.06%	263
2016 Q1	$362K	Hold	21,769	–	–	0.05%	275
2015 Q4	$353K	Hold	21,769	–	–	0.05%	278
2015 Q3	$351K	Hold	21,769	–	–	0.06%	277
2015 Q2	$335K	Hold	21,769	–	–	0.05%	311
2015 Q1	$326K	Hold	21,769	–	–	0.05%	314
2014 Q4	$331K	Hold	21,769	–	–	0.05%	313
2014 Q3	$308K	Hold	21,769	–	–	0.05%	314
2014 Q2	$299K	Hold	21,769	–	–	0.05%	320
2014 Q1	$268K	Hold	21,769	–	–	0.04%	331
2013 Q4	$280K	Hold	21,769	–	–	0.05%	322
2013 Q3	$276K	Hold	21,769	–	–	0.05%	318
2013 Q2	$264K	Buy	+21,769	New	+$264K	0.05%	310