Somerset Trust’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
Q3 | $308K | Sell |
|
|||||
|
2025
Q2 | $300K | Sell |
|
|||||
|
2025
Q1 | $297K | Sell |
|
|||||
|
2024
Q4 | $248K | Sell |
|
|||||
|
2024
Q3 | $294K | Sell |
|
|||||
|
2024
Q2 | $273K | Sell |
|
|||||
|
2024
Q1 | $307K | Sell |
|
|||||
|
2023
Q4 | $246K | Sell |
|
|||||
|
2023
Q3 | $283K | Sell |
|
|||||
|
2023
Q2 | $269K | Sell |
|
|||||
|
2023
Q1 | $282K | Sell |
|
|||||
|
2022
Q4 | $356K | Hold |
|
|||||
|
2022
Q3 | $317K | Hold |
|
|||||
|
2022
Q2 | $335K | Sell |
|
|||||
|
2022
Q1 | $331K | Sell |
|
|||||
|
2021
Q4 | $275K | Buy |
|