Matrix Private Capital Group’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
Q2 | – | Sell |
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|
2025
Q1 | $458K | Sell |
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|
2024
Q4 | $553K | Hold |
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|
2024
Q3 | $537K | Buy |
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|
2024
Q2 | $476K | Buy |
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|
2024
Q1 | $525K | Hold |
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|
2023
Q4 | $420K | Hold |
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|
2023
Q3 | $380K | Buy |
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|
2023
Q2 | $353K | Hold |
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|
2023
Q1 | $369K | Sell |
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|
2022
Q4 | $472K | Sell |
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|
2022
Q3 | $440K | Sell |
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|
2022
Q2 | $471K | Hold |
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|
2022
Q1 | $455K | Sell |
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|
2021
Q4 | $376K | Sell |
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|
2021
Q3 | $349K | Sell |
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|
2021
Q2 | $450K | Buy |
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|
2021
Q1 | $448K | Buy |
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|
2020
Q4 | $388K | Buy |
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|
2020
Q3 | $345K | Buy |
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|
2020
Q2 | $316K | Sell |
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|
2020
Q1 | $304K | Sell |
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|
2019
Q4 | $413K | Buy |
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