Moody Lynn & Lieberson’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
Q2 | $969K | Buy |
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|
2025
Q1 | $881K | Buy |
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|
2024
Q4 | $675K | Buy |
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|
2024
Q3 | $517K | Buy |
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|
2024
Q2 | $475K | Buy |
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|
2024
Q1 | $365K | Buy |
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|
2023
Q4 | $292K | Buy |
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|
2023
Q3 | $262K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4.67M | Buy |
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|
2022
Q3 | $4.13M | Buy |
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|
2022
Q2 | $4.12M | Buy |
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