Simon Quick Advisors’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
+3,347
| New | +$246K | 0.01% | 688 |
|
|
2020
Q1 | – | Sell |
-61
| Closed | -$2K | – | 719 |
|
|
2019
Q4 | $2K | Buy |
+61
| New | +$2K | ﹤0.01% | 624 |
|
|
2018
Q1 | – | Sell |
-3,122
| Closed | -$68K | – | 424 |
|
|
2017
Q4 | $68K | Sell |
3,122
-5,737
| -65% | -$125K | 0.03% | 191 |
|
|
2017
Q3 | $175K | Buy |
+8,859
| New | +$175K | 0.06% | 143 |
|