Level Four Advisory Services’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 | $523K | Sell |
7,117
-266
| -4% | -$19.5K | 0.02% | 509 |
|
|
2025
Q1 | $525K | Sell |
7,383
-540
| -7% | -$38.4K | 0.02% | 489 |
|
|
2024
Q4 | $464K | Buy |
7,923
+11
| +0.1% | +$644 | 0.02% | 514 |
|
|
2024
Q3 | $452K | Buy |
7,912
+4,091
| +107% | +$234K | 0.02% | 533 |
|
|
2024
Q2 | $200K | Buy |
+3,821
| New | +$200K | 0.01% | 707 |
|
|
2023
Q3 | – | Sell |
-5,639
| Closed | -$224K | – | 864 |
|
|
2023
Q2 | $224K | Sell |
5,639
-150
| -3% | -$5.96K | 0.01% | 706 |
|
|
2023
Q1 | $240K | Buy |
5,789
+152
| +3% | +$6.31K | 0.02% | 640 |
|
|
2022
Q4 | $273K | Buy |
+5,637
| New | +$273K | 0.02% | 543 |
|