Sumitomo Mitsui DS Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
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|
2025
Q1 | $2.47M | Buy |
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|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $1.88M | Buy |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $1.89M | Buy |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $1.09M | Sell |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $906K | Buy |
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|
2022
Q1 | $878K | Sell |
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|
2021
Q4 | $731K | Sell |
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|
2021
Q3 | $702K | Sell |
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|
2021
Q2 | $717K | Buy |
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|
2021
Q1 | $725K | Buy |
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|
2020
Q4 | $629K | Sell |
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|
2020
Q3 | $769K | Sell |
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|
2020
Q2 | $870K | Buy |
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|
2020
Q1 | $790K | Buy |
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|
2019
Q4 | $1.04M | Buy |
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|
2019
Q3 | $927K | Buy |
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|
2019
Q2 | $623K | Sell |
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|
2019
Q1 | $660K | Buy |
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|
2018
Q4 | $571K | Hold |
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|
2018
Q3 | $617K | Buy |
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|
2018
Q2 | $554K | Buy |
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|
2018
Q1 | $555K | Buy |
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|
2017
Q4 | $501K | Sell |
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|
2017
Q3 | $478K | Hold |
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|
2017
Q2 | $495K | Sell |
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|
2017
Q1 | $556K | Buy |
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|
2016
Q4 | $460K | Buy |
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|
2016
Q3 | $395K | Hold |
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|
2016
Q2 | $409K | Hold |
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|
2016
Q1 | $384K | Buy |
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|
2015
Q4 | $341K | Sell |
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|
2015
Q3 | $394K | Buy |
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|
2015
Q2 | $366K | Sell |
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|
2015
Q1 | $420K | Sell |
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|
2014
Q4 | $457K | Sell |
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|
2014
Q3 | $438K | Sell |
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|
2014
Q2 | $425K | Sell |
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|
2014
Q1 | $490K | Sell |
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|
2013
Q4 | $521K | Sell |
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|
2013
Q3 | $632K | Hold |
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|
2013
Q2 | $603K | Buy |
|