Resonant Capital Advisors’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
Q3 | $1.46M | Sell |
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|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $971K | Buy |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $852K | Sell |
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|
2023
Q3 | $884K | Buy |
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|
2023
Q2 | $818K | Buy |
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|
2023
Q1 | $694K | Sell |
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|
2022
Q4 | $819K | Sell |
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|
2022
Q3 | $751K | Buy |
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|
2022
Q2 | $791K | Buy |
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|
2022
Q1 | $719K | Buy |
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|
2021
Q4 | $547K | Buy |
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|
2021
Q3 | $443K | Buy |
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|
2021
Q2 | $378K | Buy |
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|
2021
Q1 | $378K | Buy |
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|
2020
Q4 | $327K | Buy |
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|
2020
Q3 | $290K | Sell |
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|
2020
Q2 | $314K | Sell |
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|
2020
Q1 | $443K | Buy |
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|
2019
Q4 | $556K | Buy |
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