Pathstone Holdings’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
Q3
$5.05M Sell
2025
Q2
$5.17M Buy
2025
Q1
$4.22M Sell
2024
Q4
$3.67M Buy
2024
Q3
$2.09M Buy
2024
Q2
$1.84M Buy
2024
Q1
$2.01M Sell
2023
Q4
$1.8M Buy