Smartleaf Asset Management’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 | $157K | Sell |
2,178
-2,941
| -57% | -$213K | 0.01% | 665 |
|
|
2025
Q1 | $365K | Sell |
5,119
-170
| -3% | -$12.1K | 0.04% | 425 |
|
|
2024
Q4 | $310K | Buy |
5,289
+188
| +4% | +$11K | 0.03% | 429 |
|
|
2024
Q3 | $288K | Buy |
5,101
+848
| +20% | +$47.9K | 0.04% | 398 |
|
|
2024
Q2 | $225K | Buy |
4,253
+1,500
| +54% | +$79.4K | 0.04% | 351 |
|
|
2024
Q1 | $162K | Buy |
2,753
+723
| +36% | +$42.5K | 0.03% | 408 |
|
|
2023
Q4 | $95.3K | Buy |
+2,030
| New | +$95.3K | 0.03% | 434 |
|