TFC Financial 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
Q3 | $77 | Hold |
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|
2025
Q2 | $74 | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $89 | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $12K | Buy |
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|
2022
Q4 | $13.5K | Hold |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $12K | Hold |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $9K | Hold |
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|
2021
Q2 | $9K | Hold |
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|
2021
Q1 | $9K | Hold |
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|
2020
Q4 | $8K | Hold |
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|
2020
Q3 | $8K | Buy |
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