Stegent Equity Advisors’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 | $1.51M | Buy |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $900K | Buy |
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|
2023
Q3 | $801K | Sell |
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|
2023
Q2 | $758K | Sell |
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|
2023
Q1 | $798K | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $899K | Hold |
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|
2022
Q2 | $950K | Hold |
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|
2022
Q1 | $927K | Sell |
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|
2021
Q4 | $951K | Buy |
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