Smith Shellnut Wilson’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 | $273K | Hold |
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|
2025
Q1 | $264K | Hold |
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|
2024
Q4 | $217K | Sell |
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|
2024
Q3 | $224K | Sell |
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|
2024
Q2 | $207K | Sell |
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|
2024
Q1 | $248K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $208K | Sell |
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|
2022
Q1 | $210K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $383K | Hold |
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|
2019
Q3 | $400K | Buy |
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|
2019
Q2 | $352K | Sell |
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|
2019
Q1 | $311K | Buy |
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|
2018
Q4 | $268K | Sell |
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|
2018
Q3 | $294K | Buy |
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|
2018
Q1 | $267K | Buy |
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