Vigilant Capital 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $185K | Buy |
4,661
+2,025
| +77% | +$80.4K | 0.01% | 154 |
|
2023
Q1 | $109K | Hold |
2,636
| – | – | 0.01% | 200 |
|
2022
Q4 | $128K | Hold |
2,636
| – | – | 0.01% | 185 |
|
2022
Q3 | $113K | Sell |
2,636
-16
| -0.6% | -$686 | 0.01% | 205 |
|
2022
Q2 | $121K | Hold |
2,652
| – | – | 0.01% | 196 |
|
2022
Q1 | $118K | Sell |
2,652
-2,251
| -46% | -$100K | 0.01% | 224 |
|
2021
Q4 | $180K | Hold |
4,903
| – | – | 0.01% | 210 |
|
2021
Q3 | $159K | Buy |
4,903
+403
| +9% | +$13.1K | 0.01% | 168 |
|
2021
Q2 | $149K | Sell |
4,500
-563
| -11% | -$18.6K | 0.01% | 175 |
|
2021
Q1 | $170K | Hold |
5,063
| – | – | 0.02% | 156 |
|
2020
Q4 | $149K | Hold |
5,063
| – | – | 0.01% | 156 |
|
2020
Q3 | $138K | Hold |
5,063
| – | – | 0.02% | 162 |
|
2020
Q2 | $129K | Hold |
5,063
| – | – | 0.02% | 152 |
|
2020
Q1 | $117K | Hold |
5,063
| – | – | 0.02% | 141 |
|
2019
Q4 | $155K | Hold |
5,063
| – | – | 0.02% | 162 |
|
2019
Q3 | $163K | Hold |
5,063
| – | – | 0.02% | 152 |
|
2019
Q2 | $148K | Hold |
5,063
| – | – | 0.02% | 148 |
|
2019
Q1 | $127K | Hold |
5,063
| – | – | 0.02% | 161 |
|
2018
Q4 | $111K | Hold |
5,063
| – | – | 0.02% | 173 |
|
2018
Q3 | $120K | Hold |
5,063
| – | – | 0.02% | 184 |
|
2018
Q2 | $109K | Hold |
5,063
| – | – | 0.02% | 179 |
|
2018
Q1 | $109K | Hold |
5,063
| – | – | 0.02% | 163 |
|
2017
Q4 | $107K | Hold |
5,063
| – | – | 0.01% | 162 |
|
2017
Q3 | $100K | Buy |
+5,063
| New | +$100K | 0.01% | 141 |
|