Savant Capital’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 | $1.34M | Buy |
18,181
+3,138
| +21% | +$231K | 0.01% | 688 |
|
|
2025
Q1 | $1.07M | Buy |
15,043
+1,798
| +14% | +$128K | 0.01% | 731 |
|
|
2024
Q4 | $775K | Buy |
13,245
+901
| +7% | +$52.7K | 0.01% | 741 |
|
|
2024
Q3 | $700K | Buy |
+12,344
| New | +$700K | 0.01% | 754 |
|
|
2024
Q2 | – | Sell |
-4,182
| Closed | -$247K | – | 1342 |
|
|
2024
Q1 | $247K | Buy |
+4,182
| New | +$247K | ﹤0.01% | 962 |
|