United Capital Financial Advisors’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 | $522K | Buy |
7,111
+445
| +7% | +$32.7K | ﹤0.01% | 757 |
|
|
2025
Q1 | $474K | Buy |
6,666
+80
| +1% | +$5.69K | ﹤0.01% | 751 |
|
|
2024
Q4 | $385K | Buy |
6,586
+644
| +11% | +$37.7K | ﹤0.01% | 797 |
|
|
2024
Q3 | $337K | Sell |
5,942
-271
| -4% | -$15.4K | ﹤0.01% | 835 |
|
|
2024
Q2 | $325K | Sell |
6,213
-320
| -5% | -$16.8K | ﹤0.01% | 814 |
|
|
2024
Q1 | $385K | Sell |
6,533
-349
| -5% | -$20.6K | ﹤0.01% | 794 |
|
|
2023
Q4 | $324K | Buy |
+6,882
| New | +$324K | ﹤0.01% | 840 |
|
|
2019
Q3 | – | Sell |
-8,408
| Closed | -$246K | – | 1478 |
|
|
2019
Q2 | $246K | Sell |
8,408
-121
| -1% | -$3.54K | ﹤0.01% | 1273 |
|
|
2019
Q1 | $214K | Buy |
+8,529
| New | +$214K | ﹤0.01% | 1227 |
|
|
2018
Q3 | – | Sell |
-105,476
| Closed | -$2.26M | – | 1379 |
|
|
2018
Q2 | $2.26M | Buy |
+105,476
| New | +$2.26M | 0.02% | 568 |
|
|
2017
Q3 | – | Sell |
-10,787
| Closed | -$221K | – | 1348 |
|
|
2017
Q2 | $221K | Sell |
10,787
-1,397
| -11% | -$28.6K | ﹤0.01% | 1174 |
|
|
2017
Q1 | $255K | Sell |
12,184
-26,662
| -69% | -$558K | ﹤0.01% | 1104 |
|
|
2016
Q4 | $766K | Buy |
38,846
+26,703
| +220% | +$527K | 0.01% | 817 |
|
|
2016
Q3 | $208K | Buy |
+12,143
| New | +$208K | ﹤0.01% | 1176 |
|