UMB Bank’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 | $907K | Buy |
12,340
+422
| +4% | +$31K | 0.01% | 336 |
|
|
2025
Q1 | $848K | Sell |
11,918
-68
| -0.6% | -$4.84K | 0.01% | 345 |
|
|
2024
Q4 | $701K | Buy |
11,986
+1,397
| +13% | +$81.8K | 0.01% | 366 |
|
|
2024
Q3 | $601K | Sell |
10,589
-1,489
| -12% | -$84.5K | 0.01% | 378 |
|
|
2024
Q2 | $633K | Buy |
12,078
+271
| +2% | +$14.2K | 0.01% | 372 |
|
|
2024
Q1 | $696K | Hold |
11,807
| – | – | 0.01% | 367 |
|
|
2023
Q4 | $557K | Hold |
11,807
| – | – | 0.01% | 408 |
|
|
2023
Q3 | $500K | Sell |
11,807
-168
| -1% | -$7.11K | 0.01% | 404 |
|
|
2023
Q2 | $475K | Buy |
11,975
+308
| +3% | +$12.2K | 0.01% | 419 |
|
|
2023
Q1 | $484K | Buy |
11,667
+241
| +2% | +$10K | 0.01% | 415 |
|
|
2022
Q4 | $553K | Sell |
11,426
-1
| -0% | -$48 | 0.01% | 403 |
|
|
2022
Q3 | $492K | Buy |
11,427
+847
| +8% | +$36.5K | 0.01% | 445 |
|
|
2022
Q2 | $482K | Sell |
10,580
-3
| -0% | -$137 | 0.01% | 472 |
|
|
2022
Q1 | $469K | Buy |
10,583
+1
| +0% | +$44 | 0.01% | 483 |
|
|
2021
Q4 | $388K | Buy |
+10,582
| New | +$388K | ﹤0.01% | 530 |
|