MLM
Mount Lucas Management’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $936K | Sell |
12,745
-18,752
| -60% | -$1.38M | 0.4% | 62 |
|
|
2025
Q1 | $2.24M | Buy |
31,497
+15,814
| +101% | +$1.13M | 0.72% | 21 |
|
|
2024
Q4 | $918K | Sell |
15,683
-814
| -5% | -$47.6K | 0.32% | 69 |
|
|
2024
Q3 | $936K | Sell |
16,497
-11,006
| -40% | -$1.4M | 0.32% | 76 |
|
|
2024
Q2 | $1.44M | Buy |
+27,503
| New | +$1.44M | 0.41% | 72 |
|
|
2023
Q2 | – | Sell |
-43,781
| Closed | -$2.73M | – | 171 |
|
|
2023
Q1 | $2.73M | Buy |
43,781
+1,698
| +4% | +$106K | 0.72% | 45 |
|
|
2022
Q4 | $3.05M | Sell |
42,083
-478
| -1% | -$34.7K | 1% | 30 |
|
|
2022
Q3 | $2.75M | Sell |
42,561
-949
| -2% | -$61.3K | 0.95% | 24 |
|
|
2022
Q2 | $2.97M | Buy |
+43,510
| New | +$2.97M | 0.99% | 19 |
|