Silvercrest 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 | $13.9M | Sell |
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|
2025
Q1 | $13.5M | Buy |
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|
2024
Q4 | $11.1M | Buy |
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|
2024
Q3 | $280K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $207K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $259K | Hold |
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|
2023
Q2 | $243K | Hold |
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|
2023
Q1 | $254K | Hold |
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|
2022
Q4 | $296K | Hold |
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|
2022
Q3 | $264K | Hold |
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|
2022
Q2 | $279K | Sell |
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|
2022
Q1 | $295K | Hold |
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|
2021
Q4 | $243K | Hold |
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|
2021
Q3 | $216K | Hold |
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|
2021
Q2 | $220K | Sell |
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|
2021
Q1 | $225K | Sell |
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|
2020
Q4 | $239K | Buy |
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|
2020
Q3 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $238K | Hold |
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|
2019
Q3 | $249K | Hold |
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|
2019
Q2 | $227K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $503K | Hold |
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|
2016
Q2 | $522K | Hold |
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|
2016
Q1 | $489K | Hold |
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|
2015
Q4 | $476K | Sell |
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|
2015
Q3 | $962K | Hold |
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|
2015
Q2 | $920K | Hold |
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|
2015
Q1 | $894K | Hold |
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|
2014
Q4 | $908K | Sell |
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|
2014
Q3 | $942K | Hold |
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|
2014
Q2 | $912K | Hold |
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|
2014
Q1 | $820K | Hold |
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|
2013
Q4 | $854K | Hold |
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|
2013
Q3 | $844K | Hold |
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|
2013
Q2 | $805K | Buy |
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