Tufton Capital 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 | $545K | Hold |
7,425
| – | – | 0.1% | 93 |
|
|
2025
Q1 | $528K | Hold |
7,425
| – | – | 0.1% | 90 |
|
|
2024
Q4 | $435K | Hold |
7,425
| – | – | 0.08% | 98 |
|
|
2024
Q3 | $421K | Hold |
7,425
| – | – | 0.08% | 98 |
|
|
2024
Q2 | $389K | Hold |
7,425
| – | – | 0.08% | 98 |
|
|
2024
Q1 | $438K | Hold |
7,425
| – | – | 0.09% | 93 |
|
|
2023
Q4 | $350K | Hold |
7,425
| – | – | 0.07% | 99 |
|
|
2023
Q3 | $314K | Sell |
7,425
-75
| -1% | -$3.17K | 0.07% | 100 |
|
|
2023
Q2 | $298K | Sell |
7,500
-1,835
| -20% | -$72.9K | 0.06% | 104 |
|
|
2023
Q1 | $387K | Buy |
+9,335
| New | +$387K | 0.08% | 94 |
|