TD Private Client 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 | $2.97M | Sell |
40,380
-737
| -2% | -$54.1K | 0.07% | 192 |
|
|
2025
Q1 | $2.93M | Sell |
41,117
-2,341
| -5% | -$167K | 0.08% | 177 |
|
|
2024
Q4 | $2.54M | Sell |
43,458
-1,128
| -3% | -$66K | 0.07% | 195 |
|
|
2024
Q3 | $2.53M | Sell |
44,586
-171
| -0.4% | -$9.7K | 0.07% | 208 |
|
|
2024
Q2 | $2.34M | Sell |
44,757
-2,178
| -5% | -$114K | 0.07% | 206 |
|
|
2024
Q1 | $2.77M | Buy |
46,935
+172
| +0.4% | +$10.1K | 0.09% | 175 |
|
|
2023
Q4 | $2.2M | Sell |
46,763
-1,705
| -4% | -$80.4K | 0.08% | 197 |
|
|
2023
Q3 | $2.05M | Sell |
48,468
-7,485
| -13% | -$317K | 0.09% | 199 |
|
|
2023
Q2 | $2.22M | Sell |
55,953
-993
| -2% | -$39.4K | 0.1% | 207 |
|
|
2023
Q1 | $2.36M | Sell |
56,946
-16,830
| -23% | -$699K | 0.11% | 196 |
|
|
2022
Q4 | $3.57M | Sell |
73,776
-7,899
| -10% | -$382K | 0.17% | 130 |
|
|
2022
Q3 | $3.52M | Sell |
81,675
-2,445
| -3% | -$105K | 0.18% | 128 |
|
|
2022
Q2 | $3.83M | Sell |
84,120
-4,469
| -5% | -$203K | 0.19% | 119 |
|
|
2022
Q1 | $3.93M | Buy |
88,589
+7,661
| +9% | +$340K | 0.17% | 133 |
|
|
2021
Q4 | $2.96M | Sell |
80,928
-3,224
| -4% | -$118K | 0.12% | 174 |
|
|
2021
Q3 | $2.74M | Buy |
84,152
+567
| +0.7% | +$18.4K | 0.12% | 180 |
|
|
2021
Q2 | $2.77M | Buy |
83,585
+184
| +0.2% | +$6.09K | 0.12% | 184 |
|
|
2021
Q1 | $2.79M | Buy |
83,401
+9,956
| +14% | +$333K | 0.13% | 174 |
|
|
2020
Q4 | $2.17M | Buy |
73,445
+6,449
| +10% | +$190K | 0.11% | 199 |
|
|
2020
Q3 | $1.82M | Buy |
66,996
+19,793
| +42% | +$538K | 0.1% | 206 |
|
|
2020
Q2 | $1.2M | Buy |
47,203
+7,171
| +18% | +$183K | 0.07% | 261 |
|
|
2020
Q1 | $928K | Sell |
40,032
-1,067
| -3% | -$24.7K | 0.07% | 238 |
|
|
2019
Q4 | $1.26M | Buy |
+41,099
| New | +$1.26M | 0.08% | 236 |
|