Westpac Banking Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.7K | Sell |
373
-884
| -70% | -$60.9K | ﹤0.01% | 492 |
|
|
2025
Q4 | $88.1K | Hold |
1,257
| – | – | 0.01% | 424 |
|
|
2025
Q3 | $96.3K | Hold |
1,257
| – | – | 0.01% | 406 |
|
|
2025
Q2 | $92.4K | Hold |
1,257
| – | – | 0.01% | 414 |
|
|
2025
Q1 | $89.4K | Hold |
1,257
| – | – | 0.01% | 410 |
|
|
2024
Q4 | $73.6K | Hold |
1,257
| – | – | ﹤0.01% | 436 |
|
|
2024
Q3 | $71.3K | Hold |
1,257
| – | – | ﹤0.01% | 453 |
|
|
2024
Q2 | $65.8K | Hold |
1,257
| – | – | 0.01% | 408 |
|
|
2024
Q1 | $74.1K | Buy |
1,257
+474
| +61% | +$25.6K | 0.01% | 405 |
|
|
2023
Q4 | $36.9K | Hold |
783
| – | – | ﹤0.01% | 433 |
|
|
2023
Q3 | $33.1K | Hold |
783
| – | – | ﹤0.01% | 490 |
|
|
2023
Q2 | $31.1K | Sell |
783
-30,330
| -97% | -$1.19M | ﹤0.01% | 467 |
|
|
2023
Q1 | $1.29M | Buy |
31,113
+9,174
| +42% | +$410K | 0.02% | 601 |
|
|
2022
Q4 | $1.06M | Hold |
21,939
| – | – | 0.02% | 609 |
|
|
2022
Q3 | $945K | Hold |
21,939
| – | – | 0.01% | 634 |
|
|
2022
Q2 | $998K | Sell |
21,939
-3,335
| -13% | -$152K | 0.01% | 670 |
|
|
2022
Q1 | $1.12M | Hold |
25,274
| – | – | 0.01% | 677 |
|
|
2021
Q4 | $925K | Buy |
25,274
+783
| +3% | +$27.8K | 0.01% | 703 |
|
|
2021
Q3 | $797K | Buy |
24,491
+3,334
| +16% | +$110K | 0.01% | 755 |
|
|
2021
Q2 | $700K | Hold |
21,157
| – | – | 0.01% | 793 |
|
|
2021
Q1 | $709K | Hold |
21,157
| – | – | 0.01% | 742 |
|
|
2020
Q4 | $625K | Hold |
21,157
| – | – | 0.01% | 797 |
|
|
2020
Q3 | $575K | Hold |
21,157
| – | – | 0.01% | 774 |
|
|
2020
Q2 | $539K | Hold |
21,157
| – | – | 0.01% | 755 |
|
|
2020
Q1 | $491K | Hold |
21,157
| – | – | 0.01% | 721 |
|
|
2019
Q4 | $650K | Hold |
21,157
| – | – | 0.01% | 772 |
|
|
2019
Q3 | $679K | Hold |
21,157
| – | – | 0.01% | 729 |
|
|
2019
Q2 | $620K | Sell |
21,157
-1
| -0% | -$27 | 0.01% | 636 |
|
|
2019
Q1 | $531K | Hold |
21,158
| – | – | 0.01% | 642 |
|
|
2018
Q4 | $463K | Hold |
21,158
| – | – | 0.01% | 719 |
|
|
2018
Q3 | $501K | Hold |
21,158
| – | – | 0.01% | 653 |
|
|
2018
Q2 | $454K | Hold |
21,158
| – | – | 0.01% | 654 |
|
|
2018
Q1 | $456K | Hold |
21,158
| – | – | 0.01% | 642 |
|
|
2017
Q4 | $449K | Hold |
21,158
| – | – | 0.01% | 634 |
|
|
2017
Q3 | $418K | Sell |
21,158
-763
| -3% | -$15.3K | 0.01% | 719 |
|
|
2017
Q2 | $449K | Hold |
21,921
| – | – | 0.01% | 733 |
|
|
2017
Q1 | $459K | Hold |
21,921
| – | – | ﹤0.01% | 828 |
|
|
2016
Q4 | $433K | Hold |
21,921
| – | – | ﹤0.01% | 743 |
|
|
2016
Q3 | $375K | Buy |
21,921
+5,809
| +36% | +$100K | ﹤0.01% | 731 |
|
|
2016
Q2 | $286K | Buy |
16,112
+4,225
| +36% | +$70.3K | ﹤0.01% | 810 |
|
|
2016
Q1 | $198K | Hold |
11,887
| – | – | ﹤0.01% | 808 |
|
|
2015
Q4 | $193K | Buy |
11,887
+344
| +3% | +$5.62K | ﹤0.01% | 825 |
|
|
2015
Q3 | $186K | Buy |
11,543
+9,052
| +363% | +$148K | ﹤0.01% | 794 |
|
|
2015
Q2 | $38.3K | Sell |
2,491
-18,802
| -88% | -$280K | ﹤0.01% | 849 |
|
|
2015
Q1 | $361K | Sell |
21,293
-5,062
| -19% | -$75.3K | ﹤0.01% | 824 |
|
|
2014
Q4 | $400K | Buy |
26,355
+5,315
| +25% | +$79.9K | ﹤0.01% | 795 |
|
|
2014
Q3 | $298K | Sell |
21,040
-8,957
| -30% | -$124K | ﹤0.01% | 841 |
|
|
2014
Q2 | $412K | Hold |
29,997
| – | – | ﹤0.01% | 794 |
|
|
2014
Q1 | $370K | Hold |
29,997
| – | – | ﹤0.01% | 777 |
|
|
2013
Q4 | $386K | Hold |
29,997
| – | – | ﹤0.01% | 800 |
|
|
2013
Q3 | $381K | Sell |
29,997
-570
| -2% | -$7.15K | ﹤0.01% | 789 |
|
|
2013
Q2 | $379K | Buy |
+30,567
| New | +$385K | 0.01% | 791 |
|
Other funds holding WRB
MSI
VCM
VPM
