Resources Management Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.6M | Buy |
39,148
+5,426
| +16% | +$374K | 0.34% | 70 |
|
|
2025
Q4 | $2.37M | Buy |
33,722
+2,225
| +7% | +$164K | 0.31% | 76 |
|
|
2025
Q3 | $2.41M | Buy |
31,497
+863
| +3% | +$61.4K | 0.31% | 77 |
|
|
2025
Q2 | $2.25M | Buy |
30,634
+132
| +0.4% | +$9.46K | 0.31% | 76 |
|
|
2025
Q1 | $2.17M | Buy |
30,502
+1,345
| +5% | +$82.4K | 0.31% | 74 |
|
|
2024
Q4 | $1.71M | Buy |
29,157
+890
| +3% | +$53.3K | 0.23% | 88 |
|
|
2024
Q3 | $1.6M | Buy |
28,267
+5,233
| +23% | +$294K | 0.22% | 93 |
|
|
2024
Q2 | $1.21M | Buy |
23,034
+1,104
| +5% | +$59.1K | 0.18% | 101 |
|
|
2024
Q1 | $1.29M | Buy |
21,930
+244
| +1% | +$13.2K | 0.19% | 99 |
|
|
2023
Q4 | $1.02M | Buy |
21,686
+761
| +4% | +$34.7K | 0.15% | 110 |
|
|
2023
Q3 | $886K | Buy |
20,925
+1,356
| +7% | +$56.2K | 0.14% | 111 |
|
|
2023
Q2 | $777K | Sell |
19,569
-3,081
| -14% | -$121K | 0.12% | 124 |
|
|
2023
Q1 | $509K | Buy |
22,650
+7,420
| +49% | +$332K | 0.08% | 151 |
|
|
2022
Q4 | $737K | Sell |
15,230
-675
| -4% | -$32.6K | 0.12% | 138 |
|
|
2022
Q3 | $685K | Buy |
15,905
+44
| +0.3% | +$1.91K | 0.12% | 145 |
|
|
2022
Q2 | $722K | Sell |
15,861
-242
| -2% | -$11K | 0.12% | 138 |
|
|
2022
Q1 | $715K | Hold |
16,103
| – | – | 0.1% | 149 |
|
|
2021
Q4 | $590K | Hold |
16,103
| – | – | 0.08% | 176 |
|
|
2021
Q3 | $524K | Buy |
16,103
+135
| +0.8% | +$4.45K | 0.08% | 177 |
|
|
2021
Q2 | $528K | Hold |
15,968
| – | – | 0.07% | 184 |
|
|
2021
Q1 | $535K | Hold |
15,968
| – | – | 0.08% | 172 |
|
|
2020
Q4 | $471K | Buy |
15,968
+1,350
| +9% | +$38.9K | 0.08% | 171 |
|
|
2020
Q3 | $397K | Buy |
14,618
+900
| +7% | +$24.7K | 0.07% | 170 |
|
|
2020
Q2 | $349K | Hold |
13,718
| – | – | 0.07% | 180 |
|
|
2020
Q1 | $318K | Buy |
13,718
+675
| +5% | +$20.1K | 0.07% | 172 |
|
|
2019
Q4 | $401K | Hold |
13,043
| – | – | 0.07% | 173 |
|
|
2019
Q3 | $419K | Buy |
+13,043
| New | +$407K | 0.08% | 169 |
|
|
2018
Q4 | $285K | Sell |
13,044
-13,045
| -50% | -$293K | 0.06% | 182 |
|
|
2018
Q3 | $616K | Buy |
+26,089
| New | +$592K | 0.11% | 143 |
|
Other funds holding WRB
MSI
VCM
VPM