Trust Company of Vermont’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 | $1.28M | Sell |
17,426
-1,245
| -7% | -$91.5K | 0.06% | 173 |
|
|
2025
Q1 | $1.33M | Buy |
18,671
+1,012
| +6% | +$72K | 0.07% | 168 |
|
|
2024
Q4 | $1.03M | Hold |
17,659
| – | – | 0.05% | 183 |
|
|
2024
Q3 | $1M | Sell |
17,659
-611
| -3% | -$34.7K | 0.05% | 179 |
|
|
2024
Q2 | $957K | Sell |
18,270
-1,013
| -5% | -$53.1K | 0.05% | 179 |
|
|
2024
Q1 | $1.14M | Sell |
19,283
-1,353
| -7% | -$79.8K | 0.06% | 171 |
|
|
2023
Q4 | $973K | Sell |
20,636
-427
| -2% | -$20.1K | 0.06% | 169 |
|
|
2023
Q3 | $892K | Sell |
21,063
-699
| -3% | -$29.6K | 0.06% | 180 |
|
|
2023
Q2 | $864K | Hold |
21,762
| – | – | 0.06% | 188 |
|
|
2023
Q1 | $903K | Sell |
21,762
-2,075
| -9% | -$86.1K | 0.06% | 184 |
|
|
2022
Q4 | $1.15M | Sell |
23,837
-154
| -0.6% | -$7.45K | 0.08% | 170 |
|
|
2022
Q3 | $1.03M | Sell |
23,991
-183
| -0.8% | -$7.88K | 0.08% | 166 |
|
|
2022
Q2 | $1.1M | Sell |
24,174
-59
| -0.2% | -$2.69K | 0.08% | 163 |
|
|
2022
Q1 | $1.08M | Sell |
24,233
-3,489
| -13% | -$155K | 0.07% | 166 |
|
|
2021
Q4 | $1.02M | Sell |
27,722
-1,911
| -6% | -$70K | 0.06% | 169 |
|
|
2021
Q3 | $963K | Sell |
29,633
-1,210
| -4% | -$39.3K | 0.07% | 167 |
|
|
2021
Q2 | $1.02M | Sell |
30,843
-569
| -2% | -$18.8K | 0.07% | 167 |
|
|
2021
Q1 | $1.05M | Sell |
31,412
-1,652
| -5% | -$55.3K | 0.08% | 169 |
|
|
2020
Q4 | $976K | Sell |
33,064
-1,069
| -3% | -$31.6K | 0.08% | 165 |
|
|
2020
Q3 | $927K | Buy |
34,133
+878
| +3% | +$23.8K | 0.08% | 161 |
|
|
2020
Q2 | $847K | Sell |
33,255
-1,530
| -4% | -$39K | 0.08% | 163 |
|
|
2020
Q1 | $807K | Sell |
34,785
-270
| -0.8% | -$6.26K | 0.08% | 170 |
|
|
2019
Q4 | $1.08M | Sell |
35,055
-218
| -0.6% | -$6.7K | 0.08% | 165 |
|
|
2019
Q3 | $1.13M | Hold |
35,273
| – | – | 0.09% | 160 |
|
|
2019
Q2 | $1.03M | Sell |
35,273
-46
| -0.1% | -$1.35K | 0.09% | 163 |
|
|
2019
Q1 | $887K | Hold |
35,319
| – | – | 0.08% | 178 |
|
|
2018
Q4 | $773K | Hold |
35,319
| – | – | 0.07% | 181 |
|
|
2018
Q3 | $837K | Sell |
35,319
-1,907
| -5% | -$45.2K | 0.07% | 183 |
|
|
2018
Q2 | $798K | Sell |
37,226
-591
| -2% | -$12.7K | 0.07% | 186 |
|
|
2018
Q1 | $815K | Hold |
37,817
| – | – | 0.08% | 177 |
|
|
2017
Q4 | $802K | Sell |
37,817
-540
| -1% | -$11.5K | 0.07% | 184 |
|
|
2017
Q3 | $758K | Sell |
38,357
-591
| -2% | -$11.7K | 0.08% | 184 |
|
|
2017
Q2 | $798K | Sell |
38,948
-421
| -1% | -$8.63K | 0.08% | 180 |
|
|
2017
Q1 | $824K | Hold |
39,369
| – | – | 0.09% | 171 |
|
|
2016
Q4 | $776K | Buy |
39,369
+30,425
| +340% | +$600K | 0.09% | 172 |
|
|
2016
Q3 | $153K | Buy |
+8,944
| New | +$153K | 0.02% | 298 |
|