Swiss Life 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
Q4 | $7.47M | Sell |
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|
2025
Q3 | $11M | Sell |
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|
2025
Q2 | $12.2M | Buy |
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|
2025
Q1 | $8.4M | Buy |
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|
2024
Q4 | $6.51M | Buy |
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|
2024
Q3 | $307K | Sell |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $489K | Sell |
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|
2023
Q4 | $517K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.28M | Hold |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.1M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.69M | Sell |
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|
2019
Q4 | $2.43M | Buy |
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|
2019
Q3 | $2.49M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.96M | Buy |
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|
2018
Q2 | $1.58M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $2.73M | Buy |
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|
2017
Q2 | $1.55M | Sell |
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|
2017
Q1 | $1.61M | Sell |
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|
2016
Q4 | $1.54M | Buy |
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|
2016
Q3 | $1.12M | Buy |
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|
2016
Q2 | $513K | Sell |
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|
2016
Q1 | $680K | Buy |
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