Willow Creek Wealth Management’s W.R. Berkley WRB Stock Holding History

Willow Creek Wealth Management’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.53M	Hold
2025 Q2	$2.43M	Buy
2025 Q1	$2.34M	Hold
2024 Q4	$1.92M	Buy
2024 Q3	$1.87M	Sell
2024 Q2	$1.72M	Hold
2024 Q1	$1.94M	Sell
2023 Q4	$1.55M	Buy
2023 Q3	$1.39M	Buy
2023 Q2	$1.31M	Buy
2023 Q1	$1.36M	Hold
2022 Q4	$1.59M	Sell
2022 Q3	$1.59M	Hold
2022 Q2	$1.68M	Hold
2022 Q1	$1.64M	Sell
2021 Q4	$1.35M	Hold
2021 Q3	$1.2M	Hold
2021 Q2	$1.22M	Hold
2021 Q1	$1.24M	Hold
2020 Q4	$1.09M	Hold
2020 Q3	$1M	Hold
2020 Q2	$942K	Hold
2020 Q1	$858K	Hold
2019 Q4	$1.14M	Hold
2019 Q3	$1.19M	Hold
2019 Q2	$1.08M	Sell
2019 Q1	$928K	Hold
2018 Q4	$810K	Hold
2018 Q3	$876K	Hold
2018 Q2	$794K	Hold
2018 Q1	$797K	Hold
2017 Q4	$785K	Hold
2017 Q3	$731K	Hold
2017 Q2	$758K	Hold
2017 Q1	$774K	Hold
2016 Q4	$729K	Hold
2016 Q3	$633K	Hold
2016 Q2	$657K	Hold
2016 Q1	$616K	Hold
2015 Q4	$600K	Hold
2015 Q3	$596K	Hold
2015 Q2	$569K	Hold
2015 Q1	$554K	Hold
2014 Q4	$562K	Buy