Ritholtz Wealth Management’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
Q2 | $617K | Buy |
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|
2025
Q1 | $585K | Buy |
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|
2024
Q4 | $447K | Buy |
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|
2024
Q3 | $433K | Sell |
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|
2024
Q2 | $400K | Sell |
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|
2024
Q1 | $451K | Buy |
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|
2023
Q4 | $355K | Sell |
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|
2023
Q3 | $322K | Sell |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $488K | Sell |
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|
2022
Q4 | $826K | Buy |
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|
2022
Q3 | $706K | Buy |
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|
2022
Q2 | $474K | Buy |
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|
2022
Q1 | $303K | Hold |
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|
2021
Q4 | $250K | Hold |
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|
2021
Q3 | $222K | Hold |
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|
2021
Q2 | $226K | Hold |
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|
2021
Q1 | $229K | Hold |
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|
2020
Q4 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Sell |
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|
2019
Q3 | $220K | Buy |
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|
2019
Q2 | $200K | Buy |
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