Rothschild Investment LLC’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 | $1.38M | Buy |
18,783
+53
| +0.3% | +$3.89K | 0.09% | 181 |
|
|
2025
Q1 | $1.33M | Buy |
18,730
+31
| +0.2% | +$2.21K | 0.09% | 198 |
|
|
2024
Q4 | $1.09M | Buy |
18,699
+12
| +0.1% | +$702 | 0.07% | 221 |
|
|
2024
Q3 | $1.06M | Sell |
18,687
-98
| -0.5% | -$5.56K | 0.07% | 225 |
|
|
2024
Q2 | $984K | Buy |
18,785
+515
| +3% | +$27K | 0.07% | 229 |
|
|
2024
Q1 | $1.08M | Buy |
18,270
+17,826
| +4,015% | +$1.05M | 0.08% | 221 |
|
|
2023
Q4 | $20.9K | Buy |
+444
| New | +$20.9K | ﹤0.01% | 852 |
|