WI
WBI Investments’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
+41,054
| New | +$3.02M | 0.78% | 21 |
|
|
2025
Q1 | – | Sell |
-41,156
| Closed | -$2.41M | – | 306 |
|
|
2024
Q4 | $2.41M | Sell |
41,156
-26,456
| -39% | -$1.55M | 0.6% | 48 |
|
|
2024
Q3 | $3.84M | Buy |
+67,612
| New | +$3.84M | 0.92% | 16 |
|
|
2024
Q2 | – | Sell |
-83,649
| Closed | -$7.4M | – | 235 |
|
|
2024
Q1 | $7.4M | Buy |
83,649
+42,460
| +103% | +$3.76M | 1.54% | 9 |
|
|
2023
Q4 | $2.91M | Buy |
+41,189
| New | +$2.91M | 0.58% | 45 |
|
|
2021
Q2 | – | Sell |
-5,929
| Closed | -$447K | – | 250 |
|
|
2021
Q1 | $447K | Buy |
+5,929
| New | +$447K | 0.07% | 154 |
|