Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.7K | Sell |
191
-4
| -2% | -$275 | ﹤0.01% | 1558 |
|
|
2025
Q4 | $13.7K | Sell |
195
-2,881
| -94% | -$212K | ﹤0.01% | 1617 |
|
|
2025
Q3 | $236K | Buy |
3,076
+1,075
| +54% | +$76.5K | 0.01% | 738 |
|
|
2025
Q2 | $118K | Sell |
2,001
-3,046
| -60% | -$218K | ﹤0.01% | 920 |
|
|
2025
Q1 | $359K | Buy |
5,047
+132
| +3% | +$8.09K | 0.01% | 668 |
|
|
2024
Q4 | $288K | Buy |
4,915
+4,504
| +1,096% | +$270K | 0.01% | 720 |
|
|
2024
Q3 | $23.3K | Sell |
411
-68
| -14% | -$3.82K | ﹤0.01% | 1396 |
|
|
2024
Q2 | $25.1K | Sell |
479
-4
| -0.8% | -$214 | ﹤0.01% | 1362 |
|
|
2024
Q1 | $28.5K | Buy |
483
+9
| +2% | +$487 | ﹤0.01% | 1402 |
|
|
2023
Q4 | $23.8K | Hold |
474
| – | – | ﹤0.01% | 1474 |
|
|
2023
Q3 | $20.1K | Sell |
474
-519
| -52% | -$21.5K | ﹤0.01% | 1502 |
|
|
2023
Q2 | $39.4K | Hold |
993
| – | – | ﹤0.01% | 1298 |
|
|
2023
Q1 | $41.2K | Buy |
993
+840
| +549% | +$37.6K | ﹤0.01% | 1279 |
|
|
2022
Q4 | $7K | Sell |
153
-83
| -35% | -$4K | ﹤0.01% | 1755 |
|
|
2022
Q3 | $10K | Sell |
236
-267
| -53% | -$11.6K | ﹤0.01% | 1581 |
|
|
2022
Q2 | $23K | Sell |
503
-57
| -10% | -$2.59K | ﹤0.01% | 1624 |
|
|
2022
Q1 | $25K | Sell |
560
-1,940
| -78% | -$77.4K | ﹤0.01% | 1729 |
|
|
2021
Q4 | $92K | Buy |
2,500
+1,814
| +264% | +$64.3K | ﹤0.01% | 1437 |
|
|
2021
Q3 | $22K | Buy |
686
+423
| +161% | +$13.9K | ﹤0.01% | 1827 |
|
|
2021
Q2 | $9K | Sell |
263
-2,145
| -89% | -$74.3K | ﹤0.01% | 2172 |
|
|
2021
Q1 | $81K | Buy |
+2,408
| New | +$74.3K | ﹤0.01% | 1489 |
|
Other funds holding WRB
MSI
VCM
VPM
