SteelPeak Wealth’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 | $2.5M | Buy |
+34,064
| New | +$2.5M | 0.1% | 164 |
|
|
2024
Q4 | – | Sell |
-36,864
| Closed | -$2.09M | – | 543 |
|
|
2024
Q3 | $2.09M | Sell |
36,864
-530
| -1% | -$30.1K | 0.09% | 163 |
|
|
2024
Q2 | $1.96M | Buy |
+37,394
| New | +$1.96M | 0.09% | 160 |
|
|
2023
Q3 | – | Sell |
-48,284
| Closed | -$1.92M | – | 451 |
|
|
2023
Q2 | $1.92M | Buy |
48,284
+9,434
| +24% | +$375K | 0.11% | 117 |
|
|
2023
Q1 | $1.61M | Buy |
+38,850
| New | +$1.61M | 0.11% | 134 |
|