MLL
Moody Lynn & Lieberson’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $969K | Buy |
13,195
+818
| +7% | +$60.1K | 0.06% | 123 |
|
|
2025
Q1 | $881K | Buy |
12,377
+835
| +7% | +$59.4K | 0.06% | 127 |
|
|
2024
Q4 | $675K | Buy |
11,542
+2,433
| +27% | +$142K | 0.04% | 148 |
|
|
2024
Q3 | $517K | Buy |
9,109
+3,064
| +51% | +$174K | 0.03% | 172 |
|
|
2024
Q2 | $475K | Buy |
6,045
+1,913
| +46% | +$150K | 0.03% | 165 |
|
|
2024
Q1 | $365K | Buy |
4,132
+1
| +0% | +$88 | 0.02% | 185 |
|
|
2023
Q4 | $292K | Buy |
4,131
+11
| +0.3% | +$778 | 0.02% | 196 |
|
|
2023
Q3 | $262K | Buy |
+4,120
| New | +$262K | 0.02% | 178 |
|
|
2023
Q1 | – | Sell |
-64,388
| Closed | -$4.67M | – | 229 |
|
|
2022
Q4 | $4.67M | Buy |
64,388
+463
| +0.7% | +$33.6K | 0.43% | 51 |
|
|
2022
Q3 | $4.13M | Buy |
63,925
+3,573
| +6% | +$231K | 0.4% | 55 |
|
|
2022
Q2 | $4.12M | Buy |
+60,352
| New | +$4.12M | 0.37% | 58 |
|