NewEdge Advisors’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $721K | Sell |
|
|||||
|
2025
Q2 | $722K | Buy |
|
|||||
|
2025
Q1 | $624K | Sell |
|
|||||
|
2024
Q4 | $567K | Buy |
|
|||||
|
2024
Q3 | $489K | Sell |
|
|||||
|
2024
Q2 | $593K | Buy |
|
|||||
|
2024
Q1 | $488K | Buy |
|
|||||
|
2023
Q4 | $182K | Sell |
|
|||||
|
2023
Q3 | $1.08M | Buy |
|
|||||
|
2023
Q2 | $100K | Buy |
|
|||||
|
2023
Q1 | $103K | Sell |
|
|||||
|
2022
Q4 | $428K | Buy |
|
|||||
|
2022
Q3 | $353K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $280K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $314K | Buy |
|