PIM
Pullen Investment Management’s W.R. Berkley WRB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.62M | Sell |
21,982
-118
| -0.5% | -$8.67K | 0.97% | 46 |
|
2025
Q1 | $1.57M | Sell |
22,100
-854
| -4% | -$60.8K | 0.99% | 39 |
|
2024
Q4 | $1.34M | Buy |
22,954
+161
| +0.7% | +$9.42K | 0.87% | 45 |
|
2024
Q3 | $1.29M | Buy |
22,793
+7,107
| +45% | +$403K | 0.95% | 36 |
|
2024
Q2 | $1.23M | Sell |
15,686
-325
| -2% | -$25.5K | 1.02% | 34 |
|
2024
Q1 | $1.42M | Buy |
+16,011
| New | +$1.42M | 1.2% | 28 |
|