Tortoise Investment Management’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 | $7.27K | Buy |
99
+22
| +29% | +$1.62K | ﹤0.01% | 621 |
|
|
2025
Q1 | $5.48K | Sell |
77
-1,236
| -94% | -$87.9K | ﹤0.01% | 624 |
|
|
2024
Q4 | $76.8K | Buy |
1,313
+540
| +70% | +$31.6K | 0.01% | 345 |
|
|
2024
Q3 | $43.9K | Buy |
773
+77
| +11% | +$4.37K | ﹤0.01% | 429 |
|
|
2024
Q2 | $36.5K | Buy |
696
+265
| +61% | +$13.9K | ﹤0.01% | 436 |
|
|
2024
Q1 | $25.4K | Buy |
+431
| New | +$25.4K | ﹤0.01% | 478 |
|
|
2013
Q3 | – | Sell |
-297
| Closed | -$4K | – | 369 |
|
|
2013
Q2 | $4K | Buy |
+297
| New | +$4K | ﹤0.01% | 295 |
|