Williamson Legacy Group’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 | $1.16M | Buy |
15,843
+402
| +3% | +$29.5K | 0.98% | 50 |
|
|
2025
Q1 | $1.1M | Buy |
15,441
+8,733
| +130% | +$621K | 1.04% | 43 |
|
|
2024
Q4 | $393K | Sell |
6,708
-135
| -2% | -$7.9K | 0.26% | 92 |
|
|
2024
Q3 | $388K | Sell |
6,843
-3,714
| -35% | -$211K | 0.26% | 91 |
|
|
2024
Q2 | $553K | Sell |
10,557
-21,299
| -67% | -$1.12M | 0.41% | 72 |
|
|
2024
Q1 | $1.88M | Buy |
31,856
+798
| +3% | +$47K | 1.45% | 15 |
|
|
2023
Q4 | $1.46M | Buy |
+31,058
| New | +$1.46M | 1.36% | 21 |
|