USA Financial Formulas’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
Q4
$771 Buy
2025
Q3
Sell
2025
Q2
$840K Buy
2024
Q4
Sell
2024
Q3
$165K Sell
2024
Q2
$156K Sell
2024
Q1
$1.49M Buy
2023
Q2
Sell
2023
Q1
$21.4K Buy
2022
Q3
$17K Sell
2022
Q2
$945K Buy
2022
Q1
$801K Buy