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
2026 Q1	$569K	Buy	8,581 +237	+3%	+$16.3K	0.01%	744
2025 Q4	$585K	Buy	8,344 +13	+0.2%	+$958	0.01%	665
2025 Q3	$638K	Sell	8,331 -60	-0.7%	-$4.27K	0.01%	613
2025 Q2	$617K	Buy	8,391 +173	+2%	+$12.4K	0.01%	583
2025 Q1	$585K	Buy	8,218 +574	+8%	+$35.2K	0.02%	552
2024 Q4	$447K	Buy	7,644 +12	+0.2%	+$719	0.01%	595
2024 Q3	$433K	Sell	7,632 -2	-0%	-$112	0.01%	599
2024 Q2	$400K	Sell	7,634 -22	-0.3%	-$1.18K	0.01%	582
2024 Q1	$451K	Buy	7,656 +129	+2%	+$6.98K	0.02%	546
2023 Q4	$355K	Sell	7,527 -87	-1%	-$3.97K	0.01%	563
2023 Q3	$322K	Sell	7,614 -468	-6%	-$19.4K	0.01%	538
2023 Q2	$321K	Sell	8,082 -3,681	-31%	-$145K	0.01%	525
2023 Q1	$488K	Sell	11,763 -5,307	-31%	-$237K	0.02%	407
2022 Q4	$826K	Buy	17,070 +681	+4%	+$32.8K	0.05%	269
2022 Q3	$706K	Buy	16,389 +5,979	+57%	+$260K	0.04%	319
2022 Q2	$474K	Buy	10,410 +3,577	+52%	+$163K	0.03%	326
2022 Q1	$303K	Hold	6,833	–	–	0.02%	414
2021 Q4	$250K	Hold	6,833	–	–	0.02%	452
2021 Q3	$222K	Hold	6,833	–	–	0.02%	443
2021 Q2	$226K	Hold	6,833	–	–	0.02%	426
2021 Q1	$229K	Hold	6,833	–	–	0.02%	375
2020 Q4	$202K	Buy	+6,833	New	+$197K	0.02%	343
2020 Q1	–	Sell	-6,833	Closed	-$210K	–	209
2019 Q4	$210K	Sell	6,833 -5	-0.1%	-$154	0.03%	136
2019 Q3	$220K	Buy	6,838 +5	+0.1%	+$156	0.04%	121
2019 Q2	$200K	Buy	+6,833	New	+$187K	0.03%	123