ORG 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 | $6.12K | Buy |
+84
| New | +$6.12K | ﹤0.01% | 1003 |
|
|
2024
Q3 | – | Sell |
-2,610
| Closed | -$137K | – | 1396 |
|
|
2024
Q2 | $137K | Buy |
+2,610
| New | +$137K | 0.02% | 509 |
|
|
2024
Q1 | – | Sell |
-1,110
| Closed | -$52.3K | – | 1147 |
|
|
2023
Q4 | $52.3K | Buy |
+1,110
| New | +$52.3K | 0.01% | 509 |
|