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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $690K | Sell |
10,407
-1,290
| -11% | -$88.8K | 0.07% | 153 |
|
|
2025
Q4 | $820K | Sell |
11,697
-687
| -6% | -$50.6K | 0.08% | 115 |
|
|
2025
Q3 | $949K | Sell |
12,384
-1,876
| -13% | -$134K | 0.1% | 113 |
|
|
2025
Q2 | $1.05M | Sell |
14,260
-1,396
| -9% | -$100K | 0.12% | 103 |
|
|
2025
Q1 | $1.11M | Sell |
15,656
-919
| -6% | -$56.3K | 0.13% | 96 |
|
|
2024
Q4 | $970K | Sell |
16,575
-152
| -0.9% | -$9.1K | 0.12% | 114 |
|
|
2024
Q3 | $949K | Buy |
16,727
+1,631
| +11% | +$91.6K | 0.12% | 119 |
|
|
2024
Q2 | $791K | Buy |
15,096
+1,381
| +10% | +$74K | 0.12% | 116 |
|
|
2024
Q1 | $809K | Sell |
13,715
-492
| -3% | -$26.6K | 0.14% | 115 |
|
|
2023
Q4 | $670K | Sell |
14,207
-210
| -1% | -$9.57K | 0.13% | 121 |
|
|
2023
Q3 | $610K | Sell |
14,417
-1,183
| -8% | -$49K | 0.13% | 106 |
|
|
2023
Q2 | $619K | Sell |
15,600
-143
| -0.9% | -$5.62K | 0.13% | 116 |
|
|
2023
Q1 | $653K | Sell |
15,743
-4,918
| -24% | -$220K | 0.13% | 120 |
|
|
2022
Q4 | $1,000K | Sell |
20,661
-2,010
| -9% | -$96.9K | 0.21% | 86 |
|
|
2022
Q3 | $976K | Sell |
22,671
-731
| -3% | -$31.7K | 0.22% | 79 |
|
|
2022
Q2 | $1.06M | Buy |
23,402
+864
| +4% | +$39.3K | 0.22% | 81 |
|
|
2022
Q1 | $1M | Sell |
22,538
-1,452
| -6% | -$57.9K | 0.18% | 90 |
|
|
2021
Q4 | $878K | Sell |
23,990
-103
| -0.4% | -$3.65K | 0.15% | 103 |
|
|
2021
Q3 | $784K | Buy |
24,093
+367
| +2% | +$12.1K | 0.14% | 114 |
|
|
2021
Q2 | $785K | Sell |
23,726
-1,184
| -5% | -$41K | 0.14% | 110 |
|
|
2021
Q1 | $834K | Buy |
24,910
+7,981
| +47% | +$246K | 0.16% | 99 |
|
|
2020
Q4 | $500K | Buy |
16,929
+587
| +4% | +$16.9K | 0.1% | 117 |
|
|
2020
Q3 | $444K | Buy |
+16,342
| New | +$448K | 0.1% | 112 |
|
Other funds holding WRB
MSI
VCM
VPM
