Sage Capital Advisors’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
Q3 | $1.57M | Sell |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $439K | Hold |
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|
2024
Q3 | $425K | Hold |
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|
2024
Q2 | $393K | Hold |
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|
2024
Q1 | $442K | Hold |
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|
2023
Q4 | $354K | Hold |
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|
2023
Q3 | $317K | Hold |
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|
2023
Q2 | $298K | Hold |
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|
2023
Q1 | $311K | Hold |
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|
2022
Q4 | $363K | Hold |
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|
2022
Q3 | $323K | Buy |
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