Moneta Group Investment Advisors’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 | $301K | Buy |
4,099
+61
| +2% | +$4.48K | ﹤0.01% | 563 |
|
|
2025
Q1 | $287K | Sell |
4,038
-141
| -3% | -$10K | ﹤0.01% | 538 |
|
|
2024
Q4 | $245K | Buy |
4,179
+130
| +3% | +$7.61K | ﹤0.01% | 585 |
|
|
2024
Q3 | $230K | Sell |
4,049
-2,506
| -38% | -$142K | ﹤0.01% | 589 |
|
|
2024
Q2 | $229K | Sell |
6,555
-1,145
| -15% | -$40K | ﹤0.01% | 550 |
|
|
2024
Q1 | $303K | Buy |
7,700
+2,945
| +62% | +$116K | ﹤0.01% | 486 |
|
|
2023
Q4 | $224K | Sell |
4,755
-317
| -6% | -$14.9K | ﹤0.01% | 509 |
|
|
2023
Q3 | $215K | Sell |
5,072
-267
| -5% | -$11.3K | ﹤0.01% | 480 |
|
|
2023
Q2 | $212K | Buy |
+5,339
| New | +$212K | ﹤0.01% | 500 |
|
|
2023
Q1 | – | Sell |
-4,218
| Closed | -$203K | – | 556 |
|
|
2022
Q4 | $203K | Buy |
+4,218
| New | +$203K | 0.01% | 436 |
|
|
2021
Q4 | – | Sell |
-118,249
| Closed | -$3.85M | – | 491 |
|
|
2021
Q3 | $3.85M | Sell |
118,249
-179,968
| -60% | -$5.85M | 0.18% | 89 |
|
|
2021
Q2 | $9.87M | Buy |
+298,217
| New | +$9.87M | 0.45% | 52 |
|
|
2015
Q4 | – | Sell |
-5,187
| Closed | -$84K | – | 424 |
|
|
2015
Q3 | $84K | Buy |
+5,187
| New | +$84K | 0.02% | 188 |
|