MML Investors Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.06M | Buy |
46,205
+3,459
| +8% | +$238K | 0.01% | 1084 |
|
|
2025
Q4 | $3M | Sell |
42,746
-285
| -0.7% | -$21K | 0.01% | 1158 |
|
|
2025
Q3 | $3.3M | Sell |
43,031
-4,805
| -10% | -$342K | 0.01% | 1044 |
|
|
2025
Q2 | $3.52M | Buy |
47,836
+593
| +1% | +$42.5K | 0.01% | 955 |
|
|
2025
Q1 | $3.36M | Buy |
47,243
+5,534
| +13% | +$339K | 0.01% | 921 |
|
|
2024
Q4 | $2.44M | Buy |
41,709
+2,674
| +7% | +$160K | 0.01% | 1024 |
|
|
2024
Q3 | $2.21M | Sell |
39,035
-273
| -0.7% | -$15.3K | 0.01% | 1044 |
|
|
2024
Q2 | $2.06M | Sell |
39,308
-3,807
| -9% | -$204K | 0.01% | 1009 |
|
|
2024
Q1 | $2.54M | Buy |
43,115
+7,443
| +21% | +$403K | 0.01% | 935 |
|
|
2023
Q4 | $1.68M | Buy |
35,672
+6,183
| +21% | +$282K | 0.01% | 1091 |
|
|
2023
Q3 | $1.25M | Sell |
29,489
-5,478
| -16% | -$227K | 0.01% | 1119 |
|
|
2023
Q2 | $1.39M | Buy |
+34,967
| New | +$1.37M | 0.01% | 1072 |
|
|
2023
Q1 | – | Sell |
-46,449
| Closed | -$2.25M | – | 2248 |
|
|
2022
Q4 | $2.25M | Buy |
46,449
+7,465
| +19% | +$360K | 0.01% | 779 |
|
|
2022
Q3 | $1.68M | Buy |
38,984
+8,013
| +26% | +$348K | 0.01% | 825 |
|
|
2022
Q2 | $1.41M | Buy |
30,971
+12,659
| +69% | +$576K | 0.01% | 888 |
|
|
2022
Q1 | $813K | Buy |
18,312
+1,608
| +10% | +$64.1K | 0.01% | 1187 |
|
|
2021
Q4 | $612K | Buy |
16,704
+558
| +3% | +$19.8K | ﹤0.01% | 1294 |
|
|
2021
Q3 | $525K | Buy |
16,146
+1,213
| +8% | +$40K | ﹤0.01% | 1321 |
|
|
2021
Q2 | $494K | Buy |
14,933
+3,789
| +34% | +$131K | ﹤0.01% | 1330 |
|
|
2021
Q1 | $373K | Buy |
11,144
+3,285
| +42% | +$101K | ﹤0.01% | 1403 |
|
|
2020
Q4 | $232K | Buy |
7,859
+378
| +5% | +$10.9K | ﹤0.01% | 1530 |
|
|
2020
Q3 | $203K | Buy |
+7,481
| New | +$205K | ﹤0.01% | 1488 |
|
|
2019
Q1 | – | Sell |
-23,034
| Closed | -$504K | – | 1634 |
|
|
2018
Q4 | $504K | Sell |
23,034
-3,325
| -13% | -$74.7K | 0.01% | 908 |
|
|
2018
Q3 | $624K | Buy |
+26,359
| New | +$598K | 0.01% | 889 |
|
Other funds holding WRB
MSI
VCM
VPM
