Mather Group’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 | $435K | Sell |
5,920
-9
| -0.2% | -$661 | ﹤0.01% | 414 |
|
|
2025
Q1 | $422K | Buy |
5,929
+142
| +2% | +$10.1K | ﹤0.01% | 416 |
|
|
2024
Q4 | $339K | Buy |
5,787
+100
| +2% | +$5.85K | ﹤0.01% | 443 |
|
|
2024
Q3 | $323K | Sell |
5,687
-210
| -4% | -$11.9K | ﹤0.01% | 451 |
|
|
2024
Q2 | $348K | Buy |
5,897
+1,250
| +27% | +$73.7K | ﹤0.01% | 495 |
|
|
2024
Q1 | $219K | Hold |
4,647
| – | – | ﹤0.01% | 505 |
|
|
2023
Q4 | $219K | Buy |
+4,647
| New | +$219K | ﹤0.01% | 526 |
|