William Blair & Company’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 | $798K | Buy |
12,043
+872
| +8% | +$60.1K | ﹤0.01% | 1012 |
|
|
2025
Q4 | $783K | Buy |
11,171
+1,676
| +18% | +$124K | ﹤0.01% | 1000 |
|
|
2025
Q3 | $728K | Buy |
9,495
+86
| +0.9% | +$6.12K | ﹤0.01% | 999 |
|
|
2025
Q2 | $691K | Buy |
9,409
+319
| +4% | +$22.9K | ﹤0.01% | 994 |
|
|
2025
Q1 | $647K | Hold |
9,090
| – | – | ﹤0.01% | 1013 |
|
|
2024
Q4 | $532K | Sell |
9,090
-402
| -4% | -$24.1K | ﹤0.01% | 1081 |
|
|
2024
Q3 | $538K | Buy |
9,492
+9
| +0.1% | +$505 | ﹤0.01% | 1097 |
|
|
2024
Q2 | $497K | Buy |
9,483
+2,667
| +39% | +$143K | ﹤0.01% | 1104 |
|
|
2024
Q1 | $402K | Sell |
6,816
-60
| -0.9% | -$3.25K | ﹤0.01% | 1144 |
|
|
2023
Q4 | $324K | Buy |
6,876
+87
| +1% | +$3.97K | ﹤0.01% | 1222 |
|
|
2023
Q3 | $287K | Sell |
6,789
-1,046
| -13% | -$43.3K | ﹤0.01% | 1253 |
|
|
2023
Q2 | $311K | Buy |
7,835
+342
| +5% | +$13.4K | ﹤0.01% | 1237 |
|
|
2023
Q1 | $311K | Sell |
7,493
-331
| -4% | -$14.8K | ﹤0.01% | 1227 |
|
|
2022
Q4 | $378K | Sell |
7,824
-1,578
| -17% | -$76.1K | ﹤0.01% | 1134 |
|
|
2022
Q3 | $405K | Buy |
9,402
+48
| +0.5% | +$2.08K | ﹤0.01% | 1116 |
|
|
2022
Q2 | $426K | Buy |
9,354
+391
| +4% | +$17.8K | ﹤0.01% | 1122 |
|
|
2022
Q1 | $398K | Sell |
8,963
-1,349
| -13% | -$53.8K | ﹤0.01% | 1247 |
|
|
2021
Q4 | $378K | Buy |
10,312
+596
| +6% | +$21.1K | ﹤0.01% | 1321 |
|
|
2021
Q3 | $316K | Sell |
9,716
-544
| -5% | -$17.9K | ﹤0.01% | 1328 |
|
|
2021
Q2 | $339K | Buy |
10,260
+2,484
| +32% | +$86K | ﹤0.01% | 1302 |
|
|
2021
Q1 | $260K | Sell |
7,776
-594
| -7% | -$18.3K | ﹤0.01% | 1389 |
|
|
2020
Q4 | $247K | Hold |
8,370
| – | – | ﹤0.01% | 1347 |
|
|
2020
Q3 | $227K | Buy |
+8,370
| New | +$229K | ﹤0.01% | 1252 |
|
|
2019
Q3 | – | Sell |
-7,493
| Closed | -$249K | – | 1764 |
|
|
2019
Q2 | $249K | Buy |
+7,493
| New | +$205K | ﹤0.01% | 1223 |
|
|
2015
Q4 | – | Sell |
-27,439
| Closed | -$441K | – | 1279 |
|
|
2015
Q3 | $441K | Buy |
+27,439
| New | +$450K | ﹤0.01% | 1014 |
|
Other funds holding WRB
MSI
VCM
VPM
