New York Life 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
$2.99M Buy
40,755
+603
+2% +$44.3K 0.03% 440
2025
Q1
$2.86M Sell
40,152
-243
-0.6% -$17.3K 0.03% 460
2024
Q4
$2.36M Buy
40,395
+369
+0.9% +$21.6K 0.02% 515
2024
Q3
$2.27M Sell
40,026
-1,640
-4% -$93K 0.02% 549
2024
Q2
$2.18M Buy
41,666
+80
+0.2% +$4.19K 0.02% 534
2024
Q1
$2.45M Sell
41,586
-1,794
-4% -$106K 0.02% 509
2023
Q4
$2.05M Sell
43,380
-272
-0.6% -$12.8K 0.02% 540
2023
Q3
$1.85M Buy
43,652
+830
+2% +$35.1K 0.02% 531
2023
Q2
$1.7M Sell
42,822
-602
-1% -$23.9K 0.02% 544
2023
Q1
$1.8M Sell
43,424
-3
-0% -$125 0.02% 532
2022
Q4
$2.1M Buy
43,427
+72
+0.2% +$3.48K 0.02% 508
2022
Q3
$1.87M Sell
43,355
-937
-2% -$40.4K 0.02% 525
2022
Q2
$2.02M Buy
+44,292
New +$2.02M 0.02% 507