MIC
Means Investment Company’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.29M | Buy |
126,462
+1
| +0% | +$73 | 0.88% | 21 |
|
|
2025
Q1 | $9M | Hold |
126,461
| – | – | 0.96% | 19 |
|
|
2024
Q4 | $7.4M | Sell |
126,461
-8
| -0% | -$468 | 0.77% | 26 |
|
|
2024
Q3 | $7.17M | Buy |
126,469
+42,156
| +50% | +$2.39M | 0.8% | 24 |
|
|
2024
Q2 | $6.63M | Buy |
84,313
+1
| +0% | +$79 | 0.79% | 26 |
|
|
2024
Q1 | $7.46M | Buy |
84,312
+49,142
| +140% | +$4.35M | 0.96% | 20 |
|
|
2023
Q4 | $2.49M | Sell |
35,170
-54
| -0.2% | -$3.82K | 0.36% | 48 |
|
|
2023
Q3 | $2.24M | Buy |
35,224
+56
| +0.2% | +$3.56K | 0.37% | 52 |
|
|
2023
Q2 | $2.09M | Hold |
35,168
| – | – | 0.33% | 56 |
|
|
2023
Q1 | $2.19M | Buy |
35,168
+1
| +0% | +$62 | 0.38% | 51 |
|
|
2022
Q4 | $2.55M | Hold |
35,167
| – | – | 0.51% | 45 |
|
|
2022
Q3 | $2.27M | Buy |
35,167
+1
| +0% | +$65 | 0.49% | 45 |
|
|
2022
Q2 | $2.4M | Hold |
35,166
| – | – | 0.51% | 42 |
|
|
2022
Q1 | $2.34M | Buy |
35,166
+11,722
| +50% | +$781K | 0.42% | 51 |
|
|
2021
Q4 | $1.93M | Buy |
23,444
+1
| +0% | +$82 | 0.34% | 62 |
|
|
2021
Q3 | $1.72M | Buy |
23,443
+1
| +0% | +$73 | 0.34% | 61 |
|
|
2021
Q2 | $1.75M | Hold |
23,442
| – | – | 0.35% | 57 |
|
|
2021
Q1 | $1.77M | Hold |
23,442
| – | – | 0.4% | 53 |
|
|
2020
Q4 | $1.61M | Hold |
23,442
| – | – | 0.37% | 53 |
|
|
2020
Q3 | $1.46M | Hold |
23,442
| – | – | 0.4% | 50 |
|
|
2020
Q2 | $1.49M | Hold |
23,442
| – | – | 0.47% | 48 |
|
|
2020
Q1 | $1.2M | Buy |
23,442
+1
| +0% | +$51 | 0.47% | 51 |
|
|
2019
Q4 | $1.65M | Hold |
23,441
| – | – | 0.55% | 52 |
|
|
2019
Q3 | $1.59M | Sell |
23,441
-750
| -3% | -$51K | 0.6% | 50 |
|
|
2019
Q2 | $1.64M | Buy |
24,191
+8,064
| +50% | +$547K | 0.67% | 50 |
|
|
2019
Q1 | $1.37M | Buy |
16,127
+43
| +0.3% | +$3.64K | 0.6% | 51 |
|
|
2018
Q4 | $1.19M | Buy |
+16,084
| New | +$1.19M | 0.66% | 44 |
|