Meeder Advisory Services’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 | $339K | Buy |
4,616
+609
| +15% | +$44.7K | 0.02% | 457 |
|
|
2025
Q1 | $285K | Buy |
4,007
+401
| +11% | +$28.5K | 0.02% | 466 |
|
|
2024
Q4 | $211K | Sell |
3,606
-213
| -6% | -$12.5K | 0.01% | 529 |
|
|
2024
Q3 | $217K | Buy |
+3,819
| New | +$217K | 0.01% | 513 |
|
|
2024
Q2 | – | Sell |
-3,402
| Closed | -$201K | – | 521 |
|
|
2024
Q1 | $201K | Buy |
+3,402
| New | +$201K | 0.02% | 434 |
|