NorthRock 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 | $373K | Buy |
5,058
+1,015
| +25% | +$74.9K | 0.01% | 473 |
|
|
2025
Q1 | $288K | Sell |
4,043
-356
| -8% | -$25.3K | 0.01% | 477 |
|
|
2024
Q4 | $257K | Buy |
4,399
+31
| +0.7% | +$1.81K | 0.01% | 510 |
|
|
2024
Q3 | $248K | Sell |
4,368
-21
| -0.5% | -$1.19K | 0.01% | 555 |
|
|
2024
Q2 | $227K | Sell |
4,389
-120
| -3% | -$6.2K | 0.01% | 537 |
|
|
2024
Q1 | $261K | Buy |
4,509
+90
| +2% | +$5.21K | 0.01% | 516 |
|
|
2023
Q4 | $204K | Buy |
+4,419
| New | +$204K | 0.01% | 544 |
|