MAM
WRB icon

McLean Asset Management’s W.R. Berkley WRB Stock Holding History

McLean Asset Management’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-82,794
Closed -$4.01M – 139
2022
Q4 		$4.01M Sell
82,794
-23,235
-22% -$1.12M 1.36% 17
2022
Q3 		$4.73M Buy
106,029
+74,919
+241% +$3.25M 1.82% 14
2022
Q2 		$1.41M Buy
31,110
+46
+0.1% +$2.09K 0.56% 23
2022
Q1 		$1.38M Buy
31,064
+61
+0.2% +$2.43K 1.02% 18
2021
Q4 		$1.18M Hold
31,003
– – 0.46% 25
2021
Q3 		$1.13M Buy
31,003
+2,639
+9% +$87K 0.43% 26
2021
Q2 		$967K Hold
28,364
– – 0.43% 27
2021
Q1 		$1.02M Hold
28,364
– – 0.8% 20
2020
Q4 		$837K Buy
+28,364
New +$818K 0.74% 24

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