Venturi Wealth 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 | $1.01M | Buy |
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|
2025
Q2 | $963K | Sell |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $842K | Buy |
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|
2024
Q3 | $690K | Buy |
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|
2024
Q2 | $404K | Buy |
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|
2024
Q1 | $33.1K | Buy |
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|
2023
Q4 | $26.2K | Buy |
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|
2023
Q3 | $22.2K | Hold |
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|
2023
Q2 | $20.8K | Buy |
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|
2023
Q1 | $15.3K | Buy |
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