Romano Brothers & Co’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 | $435K | Hold |
5,920
| – | – | 0.05% | 234 |
|
|
2025
Q1 | $421K | Hold |
5,920
| – | – | 0.05% | 229 |
|
|
2024
Q4 | $346K | Sell |
5,920
-792
| -12% | -$46.3K | 0.04% | 247 |
|
|
2024
Q3 | $381K | Sell |
6,712
-1
| -0% | -$57 | 0.05% | 237 |
|
|
2024
Q2 | $352K | Hold |
6,713
| – | – | 0.05% | 239 |
|
|
2024
Q1 | $396K | Sell |
6,713
-225
| -3% | -$13.3K | 0.05% | 231 |
|
|
2023
Q4 | $327K | Hold |
6,938
| – | – | 0.05% | 240 |
|
|
2023
Q3 | $294K | Hold |
6,938
| – | – | 0.05% | 251 |
|
|
2023
Q2 | $275K | Hold |
6,938
| – | – | 0.04% | 266 |
|
|
2023
Q1 | $288K | Hold |
6,938
| – | – | 0.04% | 257 |
|
|
2022
Q4 | $336K | Sell |
6,938
-355
| -5% | -$17.2K | 0.05% | 245 |
|
|
2022
Q3 | $314K | Buy |
+7,293
| New | +$314K | 0.05% | 243 |
|