LRI Investments’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 | $181K | Hold |
2,467
| – | – | 0.02% | 308 |
|
|
2025
Q1 | $176K | Sell |
2,467
-1,549
| -39% | -$110K | 0.02% | 289 |
|
|
2024
Q4 | $235K | Hold |
4,016
| – | – | 0.02% | 237 |
|
|
2024
Q3 | $240K | Sell |
4,016
-277
| -6% | -$16.5K | 0.02% | 238 |
|
|
2024
Q2 | $225K | Buy |
4,293
+4,171
| +3,419% | +$219K | 0.03% | 230 |
|
|
2024
Q1 | $7.16K | Buy |
+122
| New | +$7.16K | ﹤0.01% | 563 |
|