Resonant Capital Advisors’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 | $1.42M | Buy |
19,334
+958
| +5% | +$70.4K | 0.09% | 135 |
|
|
2025
Q1 | $1.31M | Buy |
18,376
+84
| +0.5% | +$5.98K | 0.09% | 134 |
|
|
2024
Q4 | $1.07M | Buy |
18,292
+111
| +0.6% | +$6.5K | 0.08% | 145 |
|
|
2024
Q3 | $1.03M | Sell |
18,181
-361
| -2% | -$20.5K | 0.08% | 150 |
|
|
2024
Q2 | $971K | Buy |
18,542
+324
| +2% | +$17K | 0.08% | 144 |
|
|
2024
Q1 | $1.07M | Buy |
18,218
+137
| +0.8% | +$8.08K | 0.09% | 135 |
|
|
2023
Q4 | $852K | Sell |
18,081
-2,615
| -13% | -$123K | 0.08% | 145 |
|
|
2023
Q3 | $884K | Buy |
20,696
+104
| +0.5% | +$4.44K | 0.09% | 132 |
|
|
2023
Q2 | $818K | Buy |
20,592
+3,882
| +23% | +$154K | 0.09% | 129 |
|
|
2023
Q1 | $694K | Sell |
16,710
-224
| -1% | -$9.3K | 0.08% | 141 |
|
|
2022
Q4 | $819K | Sell |
16,934
-475
| -3% | -$23K | 0.1% | 130 |
|
|
2022
Q3 | $751K | Buy |
17,409
+195
| +1% | +$8.41K | 0.11% | 118 |
|
|
2022
Q2 | $791K | Buy |
17,214
+1,201
| +8% | +$55.2K | 0.12% | 116 |
|
|
2022
Q1 | $719K | Buy |
16,013
+1,082
| +7% | +$48.6K | 0.11% | 117 |
|
|
2021
Q4 | $547K | Buy |
14,931
+1,300
| +10% | +$47.6K | 0.08% | 130 |
|
|
2021
Q3 | $443K | Buy |
13,631
+2,289
| +20% | +$74.4K | 0.08% | 134 |
|
|
2021
Q2 | $378K | Buy |
11,342
+49
| +0.4% | +$1.63K | 0.07% | 138 |
|
|
2021
Q1 | $378K | Buy |
11,293
+203
| +2% | +$6.8K | 0.08% | 135 |
|
|
2020
Q4 | $327K | Buy |
11,090
+416
| +4% | +$12.3K | 0.08% | 144 |
|
|
2020
Q3 | $290K | Sell |
10,674
-1,676
| -14% | -$45.5K | 0.08% | 130 |
|
|
2020
Q2 | $314K | Sell |
12,350
-6,771
| -35% | -$172K | 0.09% | 139 |
|
|
2020
Q1 | $443K | Buy |
19,121
+1,008
| +6% | +$23.4K | 0.16% | 135 |
|
|
2019
Q4 | $556K | Buy |
+18,113
| New | +$556K | 0.18% | 136 |
|