Patton Fund 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 | $1.81M | Sell |
24,595
-16,535
| -40% | -$1.21M | 0.4% | 70 |
|
|
2025
Q1 | $2.93M | Sell |
41,130
-12,211
| -23% | -$869K | 0.71% | 64 |
|
|
2024
Q4 | $3.12M | Sell |
53,341
-9,353
| -15% | -$547K | 0.61% | 70 |
|
|
2024
Q3 | $3.56M | Buy |
+62,694
| New | +$3.56M | 0.73% | 67 |
|
|
2023
Q2 | – | Sell |
-32,807
| Closed | -$1.36M | – | 108 |
|
|
2023
Q1 | $1.36M | Sell |
32,807
-21,384
| -39% | -$888K | 0.39% | 64 |
|
|
2022
Q4 | $2.62M | Buy |
+54,191
| New | +$2.62M | 0.77% | 37 |
|