WhitTier Trust Company’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 | $89.9K | Buy |
1,223
+52
| +4% | +$3.82K | ﹤0.01% | 649 |
|
|
2025
Q1 | $83.3K | Sell |
1,171
-9
| -0.8% | -$640 | ﹤0.01% | 648 |
|
|
2024
Q4 | $69.1K | Sell |
1,180
-8
| -0.7% | -$468 | ﹤0.01% | 674 |
|
|
2024
Q3 | $67.4K | Buy |
1,188
+283
| +31% | +$16.1K | ﹤0.01% | 692 |
|
|
2024
Q2 | $47.4K | Buy |
905
+899
| +14,983% | +$47.1K | ﹤0.01% | 715 |
|
|
2024
Q1 | $353 | Hold |
6
| – | – | ﹤0.01% | 1190 |
|
|
2023
Q4 | $282 | Sell |
6
-660
| -99% | -$31K | ﹤0.01% | 1187 |
|
|
2023
Q3 | $28.2K | Sell |
666
-41
| -6% | -$1.74K | ﹤0.01% | 751 |
|
|
2023
Q2 | $28.1K | Hold |
707
| – | – | ﹤0.01% | 789 |
|
|
2023
Q1 | $29.3K | Sell |
707
-264
| -27% | -$11K | ﹤0.01% | 774 |
|
|
2022
Q4 | $46.9K | Hold |
971
| – | – | ﹤0.01% | 679 |
|
|
2022
Q3 | $42K | Buy |
971
+60
| +7% | +$2.6K | ﹤0.01% | 693 |
|
|
2022
Q2 | $41K | Buy |
911
+593
| +186% | +$26.7K | ﹤0.01% | 705 |
|
|
2022
Q1 | $14K | Buy |
+318
| New | +$14K | ﹤0.01% | 871 |
|
|
2021
Q4 | – | Sell |
-1,688
| Closed | -$55K | – | 1122 |
|
|
2021
Q3 | $55K | Hold |
1,688
| – | – | ﹤0.01% | 659 |
|
|
2021
Q2 | $56K | Hold |
1,688
| – | – | ﹤0.01% | 642 |
|
|
2021
Q1 | $57K | Hold |
1,688
| – | – | ﹤0.01% | 620 |
|
|
2020
Q4 | $50K | Hold |
1,688
| – | – | ﹤0.01% | 624 |
|
|
2020
Q3 | $46K | Hold |
1,688
| – | – | ﹤0.01% | 621 |
|
|
2020
Q2 | $43K | Hold |
1,688
| – | – | ﹤0.01% | 602 |
|
|
2020
Q1 | $39K | Hold |
1,688
| – | – | ﹤0.01% | 594 |
|
|
2019
Q4 | $52K | Hold |
1,688
| – | – | ﹤0.01% | 591 |
|
|
2019
Q3 | $54K | Hold |
1,688
| – | – | ﹤0.01% | 585 |
|
|
2019
Q2 | $49K | Hold |
1,688
| – | – | ﹤0.01% | 590 |
|
|
2019
Q1 | $42K | Hold |
1,688
| – | – | ﹤0.01% | 613 |
|
|
2018
Q4 | $37K | Hold |
1,688
| – | – | ﹤0.01% | 621 |
|
|
2018
Q3 | $40K | Hold |
1,688
| – | – | ﹤0.01% | 648 |
|
|
2018
Q2 | $36K | Hold |
1,688
| – | – | ﹤0.01% | 664 |
|
|
2018
Q1 | $36K | Buy |
+1,688
| New | +$36K | ﹤0.01% | 674 |
|