Rehmann Capital Advisory Group’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
Q4 | – | Sell |
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|
2025
Q3 | $207K | Sell |
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|
2025
Q2 | $206K | Sell |
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|
2025
Q1 | $219K | Buy |
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|
2019
Q3 | $99.9K | Hold |
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|
2019
Q2 | $91.2K | Sell |
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|
2019
Q1 | $90.4K | Buy |
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|
2018
Q4 | $70.2K | Buy |
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|
2018
Q3 | $46.1K | Sell |
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|
2018
Q2 | $72.8K | Hold |
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|
2018
Q1 | $73K | Buy |
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