NewEdge Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.04M | Sell |
76,058
-14,094
| -16% | -$971K | 0.06% | 216 |
|
|
2025
Q4 | $6.32M | Sell |
90,152
-3,620
| -4% | -$267K | 0.07% | 189 |
|
|
2025
Q3 | $7.01M | Sell |
93,772
-1,617
| -2% | -$115K | 0.1% | 164 |
|
|
2025
Q2 | $6.69M | Sell |
95,389
-1,485
| -2% | -$106K | 0.1% | 158 |
|
|
2025
Q1 | $6.89M | Buy |
96,874
+906
| +0.9% | +$55.5K | 0.12% | 139 |
|
|
2024
Q4 | $5.62M | Buy |
95,968
+3,615
| +4% | +$217K | 0.1% | 166 |
|
|
2024
Q3 | $5.24M | Buy |
92,353
+5,627
| +6% | +$316K | 0.09% | 185 |
|
|
2024
Q2 | $4.54M | Buy |
86,726
+912
| +1% | +$48.9K | 0.1% | 174 |
|
|
2024
Q1 | $4.52M | Buy |
85,814
+9,309
| +12% | +$504K | 0.1% | 178 |
|
|
2023
Q4 | $3.61M | Buy |
76,505
+2,781
| +4% | +$127K | 0.09% | 189 |
|
|
2023
Q3 | $3.12M | Buy |
73,724
+6,296
| +9% | +$261K | 0.1% | 179 |
|
|
2023
Q2 | $2.68M | Buy |
67,428
+2,059
| +3% | +$80.9K | 0.09% | 203 |
|
|
2023
Q1 | $2.71M | Sell |
65,369
-21,045
| -24% | -$942K | 0.1% | 180 |
|
|
2022
Q4 | $4.18M | Buy |
86,414
+3,146
| +4% | +$152K | 0.18% | 124 |
|
|
2022
Q3 | $3.58M | Sell |
83,268
-10,220
| -11% | -$444K | 0.17% | 129 |
|
|
2022
Q2 | $4.25M | Buy |
93,488
+44,267
| +90% | +$2.01M | 0.19% | 116 |
|
|
2022
Q1 | $2.19M | Buy |
49,221
+6,338
| +15% | +$253K | 0.1% | 149 |
|
|
2021
Q4 | $1.57M | Buy |
42,883
+1,964
| +5% | +$69.6K | 0.07% | 192 |
|
|
2021
Q3 | $1.33M | Buy |
40,919
+4,453
| +12% | +$147K | 0.08% | 158 |
|
|
2021
Q2 | $1.21M | Buy |
36,466
+1,206
| +3% | +$41.8K | 0.09% | 161 |
|
|
2021
Q1 | $1.18M | Buy |
+35,260
| New | +$1.09M | 0.12% | 143 |
|
Other funds holding WRB
MSI
VCM
VPM
