Moneta Group Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $304K | Sell |
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|
2025
Q2 | $301K | Buy |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $245K | Buy |
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|
2024
Q3 | $230K | Sell |
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|
2024
Q2 | $229K | Sell |
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|
2024
Q1 | $303K | Buy |
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|
2023
Q4 | $224K | Sell |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $212K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $203K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3.85M | Sell |
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|
2021
Q2 | $9.87M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $84K | Buy |
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