Madison Asset Management’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 | $136M | Buy |
1,853,872
+11,597
| +0.6% | +$852K | 1.47% | 16 |
|
|
2025
Q1 | $131M | Buy |
1,842,275
+160,017
| +10% | +$11.4M | 1.46% | 14 |
|
|
2024
Q4 | $98.4M | Buy |
1,682,258
+128,322
| +8% | +$7.51M | 1.11% | 25 |
|
|
2024
Q3 | $88.2M | Buy |
1,553,936
+125,096
| +9% | +$7.1M | 0.99% | 33 |
|
|
2024
Q2 | $74.9M | Buy |
1,428,840
+126,883
| +10% | +$6.65M | 0.93% | 36 |
|
|
2024
Q1 | $76.8M | Buy |
1,301,957
+148,682
| +13% | +$8.77M | 0.94% | 36 |
|
|
2023
Q4 | $54.4M | Buy |
1,153,275
+32,281
| +3% | +$1.52M | 0.74% | 46 |
|
|
2023
Q3 | $47.4M | Buy |
1,120,994
+16,890
| +2% | +$715K | 0.7% | 49 |
|
|
2023
Q2 | $43.8M | Sell |
1,104,104
-2,454
| -0.2% | -$97.4K | 0.64% | 56 |
|
|
2023
Q1 | $45.9M | Sell |
1,106,558
-7,458
| -0.7% | -$310K | 0.7% | 50 |
|
|
2022
Q4 | $53.9M | Buy |
1,114,016
+3,651
| +0.3% | +$177K | 0.85% | 38 |
|
|
2022
Q3 | $47.8M | Sell |
1,110,365
-206,563
| -16% | -$8.89M | 0.81% | 42 |
|
|
2022
Q2 | $59.9M | Sell |
1,316,928
-34,704
| -3% | -$1.58M | 0.94% | 33 |
|
|
2022
Q1 | $60M | Sell |
1,351,632
-14,260
| -1% | -$633K | 0.86% | 38 |
|
|
2021
Q4 | $50M | Sell |
1,365,892
-16,231
| -1% | -$594K | 0.66% | 59 |
|
|
2021
Q3 | $45M | Sell |
1,382,123
-3,587
| -0.3% | -$117K | 0.62% | 62 |
|
|
2021
Q2 | $45.8M | Sell |
1,385,710
-11,592
| -0.8% | -$383K | 0.62% | 58 |
|
|
2021
Q1 | $46.8M | Sell |
1,397,302
-11,556
| -0.8% | -$387K | 0.65% | 60 |
|
|
2020
Q4 | $41.6M | Sell |
1,408,858
-13,273
| -0.9% | -$392K | 0.61% | 65 |
|
|
2020
Q3 | $38.7M | Sell |
1,422,131
-25,661
| -2% | -$697K | 0.65% | 61 |
|
|
2020
Q2 | $36.9M | Sell |
1,447,792
-6,957
| -0.5% | -$177K | 0.65% | 60 |
|
|
2020
Q1 | $33.7M | Sell |
1,454,749
-18,992
| -1% | -$440K | 0.69% | 55 |
|
|
2019
Q4 | $45.3M | Buy |
+1,473,741
| New | +$45.3M | 0.7% | 52 |
|