MAI Capital 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 | $72.5K | Buy |
987
+140
| +17% | +$10.3K | ﹤0.01% | 1563 |
|
|
2025
Q1 | $60.3K | Buy |
847
+556
| +191% | +$39.6K | ﹤0.01% | 1565 |
|
|
2024
Q4 | $17K | Buy |
+291
| New | +$17K | ﹤0.01% | 2149 |
|
|
2022
Q3 | – | Sell |
-9,483
| Closed | -$432K | – | 998 |
|
|
2022
Q2 | $432K | Buy |
9,483
+262
| +3% | +$11.9K | 0.01% | 561 |
|
|
2022
Q1 | $409K | Sell |
9,221
-20
| -0.2% | -$887 | 0.01% | 587 |
|
|
2021
Q4 | $338K | Buy |
9,241
+230
| +3% | +$8.41K | 0.01% | 644 |
|
|
2021
Q3 | $293K | Buy |
9,011
+459
| +5% | +$14.9K | 0.01% | 608 |
|
|
2021
Q2 | $283K | Buy |
8,552
+317
| +4% | +$10.5K | 0.01% | 597 |
|
|
2021
Q1 | $276K | Buy |
8,235
+236
| +3% | +$7.91K | 0.01% | 578 |
|
|
2020
Q4 | $236K | Buy |
+7,999
| New | +$236K | 0.01% | 561 |
|