Vident Advisory’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 | $2.66M | Sell |
36,193
-5,359
| -13% | -$394K | 0.03% | 428 |
|
|
2025
Q1 | $2.96M | Buy |
41,552
+26,671
| +179% | +$1.9M | 0.04% | 356 |
|
|
2024
Q4 | $871K | Buy |
14,881
+3,046
| +26% | +$178K | 0.02% | 690 |
|
|
2024
Q3 | $671K | Sell |
11,835
-70,046
| -86% | -$3.97M | 0.02% | 791 |
|
|
2024
Q2 | $4.29M | Buy |
81,881
+69,821
| +579% | +$3.66M | 0.12% | 169 |
|
|
2024
Q1 | $711K | Sell |
12,060
-60,482
| -83% | -$3.57M | 0.01% | 684 |
|
|
2023
Q4 | $3.42M | Buy |
72,542
+2,889
| +4% | +$136K | 0.09% | 259 |
|
|
2023
Q3 | $2.95M | Buy |
+69,653
| New | +$2.95M | 0.09% | 230 |
|