Osterweis Capital Management’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
Q2 | $465K | Buy |
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|
2025
Q1 | $376K | Hold |
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|
2024
Q4 | $310K | Hold |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $277K | Hold |
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|
2024
Q1 | $312K | Hold |
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|
2023
Q4 | $249K | Hold |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $210K | Hold |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $266K | Hold |
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|
2022
Q3 | $237K | Hold |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $244K | Buy |
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|
2021
Q4 | $201K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $224K | Hold |
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|
2020
Q3 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $267K | Hold |
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|
2019
Q3 | $279K | Buy |
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|
2019
Q2 | $247K | Sell |
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|
2019
Q1 | $212K | Hold |
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|
2018
Q4 | $185K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $102K | Buy |
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