Vanguard Personalized Indexing Management’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 | $3.22M | Buy |
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|
2025
Q2 | $2.94M | Buy |
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|
2025
Q1 | $2.31M | Buy |
|
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|
2024
Q4 | $1.75M | Buy |
|
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|
2024
Q3 | $1.55M | Buy |
|
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $1.23M | Buy |
|
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|
2023
Q4 | $955K | Sell |
|
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|
2023
Q3 | $1.24M | Buy |
|
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|
2023
Q2 | $1.13M | Sell |
|
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|
2023
Q1 | $1.32M | Buy |
|
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|
2022
Q4 | $1.15M | Buy |
|
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.09M | Buy |
|
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|
2022
Q1 | $956K | Buy |
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|
2021
Q4 | $677K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $298K | Buy |
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