WestEnd Advisors’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
Q4 | $701 | Buy |
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|
2025
Q3 | $536 | Buy |
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|
2025
Q2 | $441 | Sell |
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|
2025
Q1 | $640 | Buy |
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|
2024
Q4 | $176 | Buy |
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|
2024
Q3 | $113 | Hold |
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|
2024
Q2 | $79 | Hold |
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|
2024
Q1 | $88 | Buy |
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|
2022
Q2 | – | Hold |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $164 | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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