Mountain Pacific Investment Advisers’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 | $312K | Hold |
4,252
| – | – | 0.02% | 127 |
|
|
2025
Q1 | $303K | Hold |
4,252
| – | – | 0.02% | 130 |
|
|
2024
Q4 | $249K | Hold |
4,252
| – | – | 0.02% | 130 |
|
|
2024
Q3 | $241K | Sell |
4,252
-1
| -0% | -$57 | 0.02% | 136 |
|
|
2024
Q2 | $223K | Hold |
4,253
| – | – | 0.02% | 136 |
|
|
2024
Q1 | $251K | Hold |
4,253
| – | – | 0.01% | 132 |
|
|
2023
Q4 | $200K | Buy |
+4,253
| New | +$200K | 0.01% | 134 |
|
|
2023
Q1 | – | Sell |
-4,253
| Closed | -$206K | – | 135 |
|
|
2022
Q4 | $206K | Buy |
+4,253
| New | +$206K | 0.01% | 129 |
|
|
2019
Q3 | – | Sell |
-6,953
| Closed | -$204K | – | 125 |
|
|
2019
Q2 | $204K | Buy |
+6,953
| New | +$204K | 0.02% | 118 |
|
|
2018
Q4 | – | Sell |
-6,953
| Closed | -$165K | – | 244 |
|
|
2018
Q3 | $165K | Buy |
+6,953
| New | +$165K | 0.02% | 121 |
|