Mendota Financial 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
Q1 | – | Sell |
-557
| Closed | -$32.6K | – | 370 |
|
|
2024
Q4 | $32.6K | Sell |
557
-485
| -47% | -$28.4K | 0.02% | 184 |
|
|
2024
Q3 | $59.1K | Buy |
1,042
+1
| +0.1% | +$57 | 0.03% | 163 |
|
|
2024
Q2 | $54.5K | Sell |
1,041
-519
| -33% | -$27.2K | 0.03% | 167 |
|
|
2024
Q1 | $92K | Sell |
1,560
-503
| -24% | -$29.7K | 0.05% | 141 |
|
|
2023
Q4 | $97.2K | Buy |
2,063
+503
| +32% | +$23.7K | 0.08% | 147 |
|
|
2023
Q3 | $66K | Hold |
1,560
| – | – | 0.07% | 121 |
|
|
2023
Q2 | $61.9K | Buy |
+1,560
| New | +$61.9K | 0.07% | 124 |
|