Summit Trail Advisors’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 | $282K | Buy |
+3,842
| New | +$282K | ﹤0.01% | 948 |
|
|
2018
Q4 | – | Sell |
-7,003
| Closed | -$167K | – | 232 |
|
|
2018
Q3 | $167K | Buy |
+7,003
| New | +$167K | 0.04% | 199 |
|
|
2018
Q1 | – | Sell |
-405
| Closed | -$9K | – | 1666 |
|
|
2017
Q4 | $9K | Buy |
+405
| New | +$9K | ﹤0.01% | 1262 |
|