Venturi Wealth Management’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $963K | Sell |
13,102
-1,704
| -12% | -$125K | 0.05% | 207 |
|
|
2025
Q1 | $1.05M | Buy |
14,806
+414
| +3% | +$29.5K | 0.05% | 194 |
|
|
2024
Q4 | $842K | Buy |
14,392
+2,231
| +18% | +$131K | 0.04% | 228 |
|
|
2024
Q3 | $690K | Buy |
12,161
+4,455
| +58% | +$253K | 0.04% | 232 |
|
|
2024
Q2 | $404K | Buy |
7,706
+7,145
| +1,274% | +$374K | 0.02% | 304 |
|
|
2024
Q1 | $33.1K | Buy |
561
+4
| +0.7% | +$236 | ﹤0.01% | 598 |
|
|
2023
Q4 | $26.2K | Buy |
557
+33
| +6% | +$1.55K | ﹤0.01% | 632 |
|
|
2023
Q3 | $22.2K | Hold |
524
| – | – | ﹤0.01% | 597 |
|
|
2023
Q2 | $20.8K | Buy |
524
+156
| +42% | +$6.19K | ﹤0.01% | 541 |
|
|
2023
Q1 | $15.3K | Buy |
+368
| New | +$15.3K | ﹤0.01% | 647 |
|