Parnassus Investments’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.7M | Sell |
894,317
-83,857
| -9% | -$6.16M | 0.15% | 82 |
|
|
2025
Q1 | $69.6M | Sell |
978,174
-82,293
| -8% | -$5.86M | 0.17% | 85 |
|
|
2024
Q4 | $62.1M | Sell |
1,060,467
-73,747
| -7% | -$4.32M | 0.14% | 92 |
|
|
2024
Q3 | $64.3M | Buy |
1,134,214
+350,145
| +45% | +$19.9M | 0.14% | 90 |
|
|
2024
Q2 | $61.6M | Sell |
784,069
-90,634
| -10% | -$7.12M | 0.13% | 93 |
|
|
2024
Q1 | $77.4M | Buy |
+874,703
| New | +$77.4M | 0.17% | 88 |
|