LVW Advisors’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 | $949K | Sell |
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|
2025
Q2 | $1.05M | Sell |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $970K | Sell |
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|
2024
Q3 | $949K | Buy |
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|
2024
Q2 | $791K | Buy |
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|
2024
Q1 | $809K | Sell |
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|
2023
Q4 | $670K | Sell |
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|
2023
Q3 | $610K | Sell |
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|
2023
Q2 | $619K | Sell |
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|
2023
Q1 | $653K | Sell |
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|
2022
Q4 | $1,000K | Sell |
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|
2022
Q3 | $976K | Sell |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1M | Sell |
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|
2021
Q4 | $878K | Sell |
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|
2021
Q3 | $784K | Buy |
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|
2021
Q2 | $785K | Sell |
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|
2021
Q1 | $834K | Buy |
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|
2020
Q4 | $500K | Buy |
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|
2020
Q3 | $444K | Buy |
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