United Capital Financial Advisors’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 | $757K | Buy |
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|
2025
Q2 | $522K | Buy |
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|
2025
Q1 | $474K | Buy |
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|
2024
Q4 | $385K | Buy |
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|
2024
Q3 | $337K | Sell |
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|
2024
Q2 | $325K | Sell |
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|
2024
Q1 | $385K | Sell |
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|
2023
Q4 | $324K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $246K | Sell |
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|
2019
Q1 | $214K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2.26M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $221K | Sell |
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|
2017
Q1 | $255K | Sell |
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|
2016
Q4 | $766K | Buy |
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|
2016
Q3 | $208K | Buy |
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