Sage Capital Advisors’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 | $1.52M | Buy |
20,697
+20
| +0.1% | +$1.47K | 0.38% | 62 |
|
|
2025
Q1 | $1.47M | Buy |
20,677
+13,177
| +176% | +$938K | 0.39% | 60 |
|
|
2024
Q4 | $439K | Hold |
7,500
| – | – | 0.11% | 102 |
|
|
2024
Q3 | $425K | Hold |
7,500
| – | – | 0.11% | 110 |
|
|
2024
Q2 | $393K | Hold |
7,500
| – | – | 0.11% | 107 |
|
|
2024
Q1 | $442K | Hold |
7,500
| – | – | 0.13% | 97 |
|
|
2023
Q4 | $354K | Hold |
7,500
| – | – | 0.11% | 99 |
|
|
2023
Q3 | $317K | Hold |
7,500
| – | – | 0.12% | 102 |
|
|
2023
Q2 | $298K | Hold |
7,500
| – | – | 0.1% | 105 |
|
|
2023
Q1 | $311K | Hold |
7,500
| – | – | 0.12% | 99 |
|
|
2022
Q4 | $363K | Hold |
7,500
| – | – | 0.16% | 86 |
|
|
2022
Q3 | $323K | Buy |
+7,500
| New | +$323K | 0.16% | 83 |
|