OCA
Otter Creek Advisors’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Sell |
38,091
-42,265
| -53% | -$3.11M | 1.98% | 28 |
|
|
2025
Q1 | $5.72M | Sell |
80,356
-6,809
| -8% | -$485K | 3.43% | 4 |
|
|
2024
Q4 | $5.1M | Sell |
87,165
-12,118
| -12% | -$709K | 3.51% | 7 |
|
|
2024
Q3 | $5.63M | Buy |
99,283
+44,181
| +80% | +$2.51M | 3.57% | 9 |
|
|
2024
Q2 | $4.33M | Buy |
55,102
+18,573
| +51% | +$1.46M | 2.81% | 17 |
|
|
2024
Q1 | $3.23M | Buy |
36,529
+25,181
| +222% | +$2.23M | 1.92% | 21 |
|
|
2023
Q4 | $802K | Buy |
+11,348
| New | +$802K | 0.48% | 41 |
|
|
2023
Q2 | – | Sell |
-36,973
| Closed | -$2.3M | – | 53 |
|
|
2023
Q1 | $2.3M | Buy |
+36,973
| New | +$2.3M | 1.65% | 22 |
|