Principal Financial Group’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367M | Sell |
4,998,963
-23,076
| -0.5% | -$1.7M | 0.19% | 106 |
|
|
2025
Q1 | $357M | Buy |
5,022,039
+900,071
| +22% | +$64M | 0.2% | 112 |
|
|
2024
Q4 | $241M | Buy |
4,121,968
+447,797
| +12% | +$26.2M | 0.13% | 148 |
|
|
2024
Q3 | $208M | Buy |
3,674,171
+2,493,758
| +211% | +$141M | 0.11% | 168 |
|
|
2024
Q2 | $92.8M | Buy |
1,180,413
+535,471
| +83% | +$42.1M | 0.06% | 279 |
|
|
2024
Q1 | $57M | Buy |
644,942
+22,061
| +4% | +$1.95M | 0.03% | 440 |
|
|
2023
Q4 | $44.1M | Buy |
622,881
+379,229
| +156% | +$26.8M | 0.03% | 486 |
|
|
2023
Q3 | $15.5M | Buy |
243,652
+9,792
| +4% | +$622K | 0.01% | 965 |
|
|
2023
Q2 | $13.9M | Sell |
233,860
-15,995
| -6% | -$953K | 0.01% | 1069 |
|
|
2023
Q1 | $15.6M | Buy |
249,855
+4,119
| +2% | +$256K | 0.01% | 1012 |
|
|
2022
Q4 | $17.8M | Sell |
245,736
-8,840
| -3% | -$642K | 0.01% | 895 |
|
|
2022
Q3 | $16.4M | Sell |
254,576
-9,225
| -3% | -$596K | 0.01% | 904 |
|
|
2022
Q2 | $18M | Sell |
263,801
-31,708
| -11% | -$2.16M | 0.01% | 905 |
|
|
2022
Q1 | $19.7M | Buy |
295,509
+124,264
| +73% | +$8.27M | 0.01% | 917 |
|
|
2021
Q4 | $14.1M | Sell |
171,245
-6,495
| -4% | -$535K | 0.01% | 1198 |
|
|
2021
Q3 | $13M | Buy |
177,740
+3,908
| +2% | +$286K | 0.01% | 1264 |
|
|
2021
Q2 | $12.9M | Buy |
173,832
+3,897
| +2% | +$290K | 0.01% | 1294 |
|
|
2021
Q1 | $12.8M | Sell |
169,935
-14,035
| -8% | -$1.06M | 0.01% | 1252 |
|
|
2020
Q4 | $12.2M | Sell |
183,970
-13,831
| -7% | -$919K | 0.01% | 1110 |
|
|
2020
Q3 | $12.1M | Sell |
197,801
-12,386
| -6% | -$757K | 0.01% | 950 |
|
|
2020
Q2 | $12M | Buy |
210,187
+1,633
| +0.8% | +$93.6K | 0.01% | 947 |
|
|
2020
Q1 | $10.9M | Sell |
208,554
-2,058
| -1% | -$107K | 0.01% | 859 |
|
|
2019
Q4 | $14.6M | Sell |
210,612
-419,212
| -67% | -$29M | 0.01% | 1028 |
|
|
2019
Q3 | $45.5M | Sell |
629,824
-6,313
| -1% | -$456K | 0.04% | 417 |
|
|
2019
Q2 | $41.9M | Buy |
636,137
+212,379
| +50% | +$14M | 0.04% | 439 |
|
|
2019
Q1 | $35.9M | Buy |
423,758
+2,197
| +0.5% | +$186K | 0.03% | 482 |
|
|
2018
Q4 | $31.2M | Sell |
421,561
-5,592
| -1% | -$413K | 0.03% | 499 |
|
|
2018
Q3 | $34.1M | Buy |
427,153
+5,211
| +1% | +$417K | 0.03% | 548 |
|
|
2018
Q2 | $30.6M | Buy |
421,942
+5,417
| +1% | +$392K | 0.03% | 566 |
|
|
2018
Q1 | $30.3M | Buy |
416,525
+2,046
| +0.5% | +$149K | 0.03% | 568 |
|
|
2017
Q4 | $29.7M | Buy |
414,479
+6,079
| +1% | +$436K | 0.03% | 602 |
|
|
2017
Q3 | $27.3M | Sell |
408,400
-2,184
| -0.5% | -$146K | 0.03% | 604 |
|
|
2017
Q2 | $28.4M | Buy |
410,584
+7,782
| +2% | +$538K | 0.03% | 591 |
|
|
2017
Q1 | $28.4M | Buy |
402,802
+18,374
| +5% | +$1.3M | 0.03% | 530 |
|
|
2016
Q4 | $25.6M | Sell |
384,428
-4,723
| -1% | -$314K | 0.03% | 568 |
|
|
2016
Q3 | $22.5M | Buy |
389,151
+23,320
| +6% | +$1.35M | 0.03% | 588 |
|
|
2016
Q2 | $21.9M | Buy |
365,831
+41,416
| +13% | +$2.48M | 0.03% | 565 |
|
|
2016
Q1 | $18.2M | Buy |
324,415
+5,104
| +2% | +$287K | 0.03% | 631 |
|
|
2015
Q4 | $17.5M | Buy |
319,311
+15,856
| +5% | +$868K | 0.03% | 629 |
|
|
2015
Q3 | $16.5M | Buy |
303,455
+6,746
| +2% | +$367K | 0.03% | 630 |
|
|
2015
Q2 | $15.4M | Buy |
296,709
+1,265
| +0.4% | +$65.7K | 0.02% | 708 |
|
|
2015
Q1 | $14.9M | Buy |
295,444
+12,571
| +4% | +$635K | 0.02% | 693 |
|
|
2014
Q4 | $14.5M | Buy |
282,873
+4,850
| +2% | +$249K | 0.02% | 712 |
|
|
2014
Q3 | $13.3M | Buy |
278,023
+7,578
| +3% | +$362K | 0.02% | 718 |
|
|
2014
Q2 | $12.5M | Buy |
270,445
+516
| +0.2% | +$23.9K | 0.02% | 783 |
|
|
2014
Q1 | $11.2M | Buy |
269,929
+2,432
| +0.9% | +$101K | 0.02% | 848 |
|
|
2013
Q4 | $11.6M | Buy |
267,497
+1,852
| +0.7% | +$80.4K | 0.02% | 782 |
|
|
2013
Q3 | $11.4M | Sell |
265,645
-561
| -0.2% | -$24K | 0.02% | 743 |
|
|
2013
Q2 | $10.9M | Buy |
+266,206
| New | +$10.9M | 0.02% | 712 |
|