Shell Asset Management’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
Q2 | $425K | Hold |
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|
2025
Q1 | $411K | Sell |
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|
2024
Q4 | $352K | Hold |
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|
2024
Q3 | $341K | Buy |
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|
2024
Q1 | $322K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $33K | Sell |
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|
2021
Q1 | $63K | Sell |
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|
2020
Q4 | $84K | Sell |
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|
2020
Q3 | $3.65M | Sell |
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|
2020
Q2 | $3.77M | Buy |
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|
2020
Q1 | $2.99M | Sell |
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|
2019
Q4 | $4.06M | Sell |
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|
2019
Q3 | $4.43M | Sell |
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|
2019
Q2 | $4.98M | Buy |
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|
2019
Q1 | $3.7M | Buy |
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|
2018
Q4 | $3.23M | Buy |
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|
2018
Q3 | $3.45M | Sell |
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|
2018
Q2 | $3.15M | Sell |
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|
2018
Q1 | $3.29M | Hold |
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|
2017
Q4 | $3.24M | Sell |
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|
2017
Q3 | $3.04M | Sell |
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|
2017
Q2 | $3.17M | Buy |
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|
2017
Q1 | $3.18M | Buy |
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|
2016
Q4 | $2.84M | Sell |
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|
2016
Q3 | $3.61M | Buy |
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