Nilsine Partners’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 | $286K | Buy |
3,894
+486
| +14% | +$35.7K | 0.03% | 322 |
|
|
2025
Q1 | $243K | Buy |
+3,408
| New | +$243K | 0.03% | 331 |
|
|
2024
Q2 | – | Sell |
-3,510
| Closed | -$207K | – | 337 |
|
|
2024
Q1 | $207K | Sell |
3,510
-6,026
| -63% | -$355K | 0.03% | 322 |
|
|
2023
Q4 | $450K | Sell |
9,536
-12,327
| -56% | -$581K | 0.07% | 229 |
|
|
2023
Q3 | $925K | Sell |
21,863
-7,041
| -24% | -$298K | 0.14% | 169 |
|
|
2023
Q2 | $1.15M | Sell |
28,904
-12
| -0% | -$476 | 0.17% | 153 |
|
|
2023
Q1 | $1.2M | Buy |
+28,916
| New | +$1.2M | 0.19% | 142 |
|