NEOS Investment Management’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 | $1.86M | Buy |
25,334
+5,349
| +27% | +$393K | 0.02% | 385 |
|
|
2025
Q1 | $1.42M | Buy |
19,985
+3,758
| +23% | +$267K | 0.03% | 385 |
|
|
2024
Q4 | $950K | Buy |
16,227
+3,729
| +30% | +$218K | 0.02% | 416 |
|
|
2024
Q3 | $709K | Buy |
12,498
+2,436
| +24% | +$138K | 0.02% | 438 |
|
|
2024
Q2 | $527K | Buy |
10,062
+2,988
| +42% | +$157K | 0.02% | 440 |
|
|
2024
Q1 | $417K | Buy |
7,074
+2,746
| +63% | +$162K | 0.03% | 427 |
|
|
2023
Q4 | $204K | Buy |
+4,328
| New | +$204K | 0.02% | 496 |
|