Parsons Capital Management’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 | $1.78M | Sell |
24,221
-30
| -0.1% | -$2.2K | 0.11% | 173 |
|
2025
Q1 | $1.73M | Buy |
24,251
+1,004
| +4% | +$71.4K | 0.09% | 185 |
|
2024
Q4 | $1.36M | Sell |
23,247
-2,104
| -8% | -$123K | 0.07% | 209 |
|
2024
Q3 | $1.44M | Buy |
25,351
+1,133
| +5% | +$64.3K | 0.09% | 194 |
|
2024
Q2 | $1.27M | Buy |
24,218
+4,818
| +25% | +$252K | 0.09% | 197 |
|
2024
Q1 | $1.14M | Sell |
19,400
-355
| -2% | -$20.9K | 0.08% | 215 |
|
2023
Q4 | $931K | Buy |
19,755
+3,793
| +24% | +$179K | 0.07% | 238 |
|
2023
Q3 | $676K | Hold |
15,962
| – | – | 0.05% | 260 |
|
2023
Q2 | $634K | Buy |
15,962
+3,803
| +31% | +$151K | 0.05% | 270 |
|
2023
Q1 | $505K | Buy |
+12,159
| New | +$505K | 0.04% | 296 |
|