MAI Capital Management’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 | $51.8K | Sell |
|
|||||
|
2025
Q2 | $72.5K | Buy |
|
|||||
|
2025
Q1 | $60.3K | Buy |
|
|||||
|
2024
Q4 | $17K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $432K | Buy |
|
|||||
|
2022
Q1 | $409K | Sell |
|
|||||
|
2021
Q4 | $338K | Buy |
|
|||||
|
2021
Q3 | $293K | Buy |
|
|||||
|
2021
Q2 | $283K | Buy |
|
|||||
|
2021
Q1 | $276K | Buy |
|
|||||
|
2020
Q4 | $236K | Buy |
|