Waverton Investment 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 | $1.28M | Hold |
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|
2025
Q2 | $1.23M | Sell |
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|
2025
Q1 | $1.53M | Hold |
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|
2024
Q4 | $1.26M | Hold |
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|
2024
Q3 | $1.22M | Hold |
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|
2024
Q2 | $1.13M | Hold |
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|
2024
Q1 | $1.27M | Hold |
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|
2023
Q4 | $1.01M | Hold |
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|
2023
Q3 | $911K | Hold |
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|
2023
Q2 | $854K | Sell |
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|
2023
Q1 | $979K | Hold |
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|
2022
Q4 | $1.14M | Hold |
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|
2022
Q3 | $1.02M | Hold |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $857K | Sell |
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|
2021
Q4 | $864K | Hold |
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|
2021
Q3 | $767K | Hold |
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|
2021
Q2 | $780K | Hold |
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|
2021
Q1 | $790K | Sell |
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|
2020
Q4 | $713K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $776K | Hold |
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|
2019
Q2 | $708K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $990K | Hold |
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|
2017
Q1 | $1.01M | Hold |
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|
2016
Q4 | $952K | Hold |
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|
2016
Q3 | $827K | Hold |
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|
2016
Q2 | $858K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $4.13M | Buy |
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