Wealth Quarterback’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 | $453K | Sell |
6,171
-3,888
| -39% | -$286K | 0.21% | 89 |
|
|
2025
Q1 | $716K | Sell |
10,059
-209
| -2% | -$14.9K | 0.4% | 60 |
|
|
2024
Q4 | $601K | Sell |
10,268
-982
| -9% | -$57.5K | 0.28% | 62 |
|
|
2024
Q3 | $638K | Sell |
11,250
-519
| -4% | -$29.4K | 0.33% | 63 |
|
|
2024
Q2 | $617K | Sell |
11,769
-1,176
| -9% | -$61.6K | 0.35% | 60 |
|
|
2024
Q1 | $763K | Sell |
12,945
-1,794
| -12% | -$106K | 0.43% | 53 |
|
|
2023
Q4 | $695K | Sell |
14,739
-897
| -6% | -$42.3K | 0.42% | 54 |
|
|
2023
Q3 | $662K | Buy |
15,636
+354
| +2% | +$15K | 0.57% | 44 |
|
|
2023
Q2 | $607K | Sell |
15,282
-411
| -3% | -$16.3K | 0.42% | 48 |
|
|
2023
Q1 | $651K | Sell |
15,693
-162
| -1% | -$6.72K | 0.55% | 41 |
|
|
2022
Q4 | $767K | Buy |
15,855
+100
| +0.6% | +$4.84K | 0.64% | 34 |
|
|
2022
Q3 | $678K | Sell |
15,755
-5,683
| -27% | -$245K | 0.72% | 38 |
|
|
2022
Q2 | $976K | Buy |
+21,438
| New | +$976K | 0.76% | 25 |
|
|
2021
Q3 | $656K | Sell |
20,162
-504
| -2% | -$16.4K | 0.44% | 52 |
|
|
2021
Q2 | $684K | Buy |
+20,666
| New | +$684K | 0.42% | 57 |
|
|
2020
Q4 | $359K | Sell |
12,173
-9,994
| -45% | -$295K | 0.3% | 75 |
|
|
2020
Q3 | $564K | Hold |
22,167
| – | – | 0.52% | 54 |
|
|
2020
Q2 | $564K | Buy |
22,167
+18,745
| +548% | +$477K | 0.52% | 54 |
|
|
2020
Q1 | $165K | Buy |
+3,422
| New | +$165K | 0.15% | 118 |
|