UBS AM’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 | $477K | Sell |
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|
2025
Q2 | $32.7M | Sell |
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|
2025
Q1 | $181M | Buy |
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|
2024
Q4 | $146M | Buy |
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|
2024
Q3 | $115M | Sell |
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|
2024
Q2 | $116M | Buy |
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|
2024
Q1 | $98.8M | Sell |
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|
2023
Q4 | $79.8M | Buy |
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|
2023
Q3 | $62.1M | Buy |
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|
2023
Q2 | $56.4M | Hold |
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|
2023
Q1 | $56.4M | Sell |
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|
2022
Q4 | $66.8M | Buy |
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|
2022
Q3 | $57.1M | Buy |
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|
2022
Q2 | $54.3M | Buy |
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|
2022
Q1 | $52.5M | Buy |
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|
2021
Q4 | $42.3M | Sell |
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|
2021
Q3 | $39.2M | Sell |
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|
2021
Q2 | $41.2M | Sell |
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|
2021
Q1 | $44.2M | Buy |
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|
2020
Q4 | $37.9M | Sell |
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|
2020
Q3 | $48.3M | Buy |
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|
2020
Q2 | $42.7M | Sell |
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|
2020
Q1 | $40.7M | Sell |
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|
2019
Q4 | $54.8M | Sell |
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|
2019
Q3 | $63.4M | Sell |
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|
2019
Q2 | $61.1M | Buy |
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|
2019
Q1 | $38.7M | Sell |
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|
2018
Q4 | $34.5M | Buy |
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|
2018
Q3 | $33.9M | Buy |
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|
2018
Q2 | $30M | Sell |
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|
2018
Q1 | $37.1M | Buy |
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|
2017
Q4 | $33.8M | Buy |
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|
2017
Q3 | $30.3M | Buy |
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|
2017
Q2 | $29.4M | Buy |
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|
2017
Q1 | $30M | Buy |
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|
2016
Q4 | $26.7M | Sell |
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|
2016
Q3 | $23.5M | Buy |
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|
2016
Q2 | $24.3M | Buy |
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|
2016
Q1 | $22.2M | Sell |
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|
2015
Q4 | $21.8M | Sell |
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|
2015
Q3 | $41M | Buy |
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|
2015
Q2 | $23.1M | Sell |
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|
2015
Q1 | $38.1M | Buy |
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|
2014
Q4 | $37.2M | Buy |
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|
2014
Q3 | $34.5M | Buy |
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|
2014
Q2 | $24.4M | Sell |
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|
2014
Q1 | $22.9M | Sell |
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|
2013
Q4 | $24.1M | Sell |
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|
2013
Q3 | $31M | Buy |
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|
2013
Q2 | $28.7M | Buy |
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