UMB Bank’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 | $843K | Sell |
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|
2025
Q2 | $907K | Buy |
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|
2025
Q1 | $848K | Sell |
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|
2024
Q4 | $701K | Buy |
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|
2024
Q3 | $601K | Sell |
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|
2024
Q2 | $633K | Buy |
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|
2024
Q1 | $696K | Hold |
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|
2023
Q4 | $557K | Hold |
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|
2023
Q3 | $500K | Sell |
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|
2023
Q2 | $475K | Buy |
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|
2023
Q1 | $484K | Buy |
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|
2022
Q4 | $553K | Sell |
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|
2022
Q3 | $492K | Buy |
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|
2022
Q2 | $482K | Sell |
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|
2022
Q1 | $469K | Buy |
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|
2021
Q4 | $388K | Buy |
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