Trustmark National Bank Trust Department’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 | $533K | Buy |
7,249
+3,735
| +106% | +$274K | 0.04% | 203 |
|
|
2025
Q1 | $250K | Hold |
3,514
| – | – | 0.02% | 267 |
|
|
2024
Q4 | $206K | Buy |
+3,514
| New | +$206K | 0.02% | 286 |
|
|
2024
Q2 | – | Sell |
-4,620
| Closed | -$272K | – | 304 |
|
|
2024
Q1 | $272K | Hold |
4,620
| – | – | 0.02% | 247 |
|
|
2023
Q4 | $218K | Buy |
+4,620
| New | +$218K | 0.02% | 243 |
|
|
2023
Q1 | – | Sell |
-7,007
| Closed | -$339K | – | 290 |
|
|
2022
Q4 | $339K | Buy |
7,007
+1,500
| +27% | +$72.6K | 0.03% | 220 |
|
|
2022
Q3 | $237K | Sell |
5,507
-1,692
| -24% | -$72.8K | 0.02% | 237 |
|
|
2022
Q2 | $328K | Buy |
+7,199
| New | +$328K | 0.03% | 216 |
|
|
2019
Q3 | – | Sell |
-1,703
| Closed | -$50K | – | 555 |
|
|
2019
Q2 | $50K | Sell |
1,703
-1
| -0.1% | -$29 | ﹤0.01% | 350 |
|
|
2019
Q1 | $43K | Buy |
+1,704
| New | +$43K | ﹤0.01% | 366 |
|