Vanguard Personalized Indexing Management’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Buy |
39,456
+6,966
| +21% | +$518K | 0.03% | 447 |
|
|
2025
Q1 | $2.31M | Buy |
32,490
+2,552
| +9% | +$182K | 0.03% | 449 |
|
|
2024
Q4 | $1.75M | Buy |
29,938
+2,624
| +10% | +$154K | 0.03% | 520 |
|
|
2024
Q3 | $1.55M | Buy |
27,314
+3,038
| +13% | +$172K | 0.03% | 564 |
|
|
2024
Q2 | $1.27M | Buy |
24,276
+3,370
| +16% | +$177K | 0.02% | 576 |
|
|
2024
Q1 | $1.23M | Buy |
20,906
+650
| +3% | +$38.3K | 0.03% | 562 |
|
|
2023
Q4 | $955K | Sell |
20,256
-8,925
| -31% | -$421K | 0.02% | 673 |
|
|
2023
Q3 | $1.24M | Buy |
29,181
+688
| +2% | +$29.1K | 0.04% | 469 |
|
|
2023
Q2 | $1.13M | Sell |
28,493
-3,210
| -10% | -$127K | 0.03% | 510 |
|
|
2023
Q1 | $1.32M | Buy |
31,703
+7,856
| +33% | +$326K | 0.05% | 413 |
|
|
2022
Q4 | $1.15M | Buy |
23,847
+240
| +1% | +$11.6K | 0.05% | 455 |
|
|
2022
Q3 | $1.02M | Sell |
23,607
-402
| -2% | -$17.3K | 0.05% | 471 |
|
|
2022
Q2 | $1.09M | Buy |
24,009
+2,473
| +11% | +$113K | 0.05% | 423 |
|
|
2022
Q1 | $956K | Buy |
21,536
+3,043
| +16% | +$135K | 0.05% | 469 |
|
|
2021
Q4 | $677K | Buy |
+18,493
| New | +$677K | 0.04% | 575 |
|
|
2021
Q3 | – | Sell |
-9,011
| Closed | -$298K | – | 1062 |
|
|
2021
Q2 | $298K | Buy |
+9,011
| New | +$298K | 0.03% | 729 |
|