Tufton Capital 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 | $568K | Hold |
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|
2025
Q2 | $545K | Hold |
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|
2025
Q1 | $528K | Hold |
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|
2024
Q4 | $435K | Hold |
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|
2024
Q3 | $421K | Hold |
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|
2024
Q2 | $389K | Hold |
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|
2024
Q1 | $438K | Hold |
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|
2023
Q4 | $350K | Hold |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $298K | Sell |
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|
2023
Q1 | $387K | Buy |
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