United Services Automobile Association’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 Q2	–	Sell	-6,845	Closed	-$488K	–	1028
2025 Q1	$488K	Buy	+6,845	New	+$419K	0.02%	558
2019 Q3	–	Sell	-136,114	Closed	-$3.99M	–	1746
2019 Q2	$3.99M	Buy	136,114 +80,322	+144%	+$2.2M	0.01%	882
2019 Q1	$1.35M	Hold	55,792	–	–	﹤0.01%	1205
2018 Q4	$1.22M	Hold	55,792	–	–	﹤0.01%	1185
2018 Q3	$1.32M	Buy	55,792 +3	+0%	+$68	﹤0.01%	1243
2018 Q2	$1.2M	Sell	55,789 -1,640	-3%	-$36.5K	﹤0.01%	1294
2018 Q1	$1.24M	Sell	57,429 -93,906	-62%	-$1.96M	﹤0.01%	1284
2017 Q4	$3.21M	Hold	151,335	–	–	0.01%	938
2017 Q3	$2.99M	Hold	151,335	–	–	0.01%	938
2017 Q2	$3.1M	Buy	151,335 +57,176	+61%	+$1.16M	0.01%	899
2017 Q1	$1.97M	Buy	94,159 +52,410	+126%	+$1.08M	0.01%	992
2016 Q4	$823K	Buy	41,749 +4,793	+13%	+$86.1K	﹤0.01%	1130
2016 Q3	$632K	Buy	36,956 +6,952	+23%	+$120K	﹤0.01%	1172
2016 Q2	$533K	Buy	30,004 +709	+2%	+$11.8K	﹤0.01%	1160
2016 Q1	$488K	Hold	29,295	–	–	﹤0.01%	1169
2015 Q4	$475K	Buy	+29,295	New	+$478K	﹤0.01%	1215
2014 Q3	–	Sell	-26,663	Closed	-$366K	–	1258
2014 Q2	$366K	Buy	+26,663	New	+$347K	﹤0.01%	1182