SJS Investment Consulting’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 | $2.13K | Sell |
29
-21
| -42% | -$1.54K | ﹤0.01% | 552 |
|
|
2025
Q1 | $3.56K | Buy |
50
+2
| +4% | +$142 | ﹤0.01% | 542 |
|
|
2024
Q4 | $2.81K | Sell |
48
-10
| -17% | -$585 | ﹤0.01% | 579 |
|
|
2024
Q3 | $3.29K | Sell |
58
-1
| -2% | -$57 | ﹤0.01% | 595 |
|
|
2024
Q2 | $3.07K | Sell |
59
-1
| -2% | -$52 | ﹤0.01% | 563 |
|
|
2024
Q1 | $3.54K | Sell |
60
-3
| -5% | -$177 | ﹤0.01% | 545 |
|
|
2023
Q4 | $2.97K | Buy |
63
+10
| +19% | +$472 | ﹤0.01% | 519 |
|
|
2023
Q3 | $2.22K | Buy |
53
+6
| +13% | +$252 | ﹤0.01% | 593 |
|
|
2023
Q2 | $1.85K | Buy |
47
+20
| +74% | +$786 | ﹤0.01% | 636 |
|
|
2023
Q1 | $1.12K | Sell |
27
-54
| -67% | -$2.24K | ﹤0.01% | 846 |
|
|
2022
Q4 | $3.92K | Buy |
81
+43
| +113% | +$2.08K | ﹤0.01% | 405 |
|
|
2022
Q3 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 561 |
|
|
2022
Q1 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1390 |
|