Vontobel Holding’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 | $953K | Sell |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $306K | Buy |
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|
2024
Q3 | $202K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $241K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $201K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $503K | Sell |
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|
2022
Q4 | $598K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $244K | Sell |
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|
2022
Q1 | $510K | Buy |
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|
2021
Q4 | $203K | Buy |
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