Willow Creek Wealth Management’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 | $2.43M | Buy |
33,010
+118
| +0.4% | +$8.67K | 0.22% | 45 |
|
|
2025
Q1 | $2.34M | Hold |
32,892
| – | – | 0.23% | 42 |
|
|
2024
Q4 | $1.92M | Buy |
32,892
+2
| +0% | +$117 | 0.2% | 48 |
|
|
2024
Q3 | $1.87M | Sell |
32,890
-2
| -0% | -$113 | 0.2% | 51 |
|
|
2024
Q2 | $1.72M | Hold |
32,892
| – | – | 0.2% | 53 |
|
|
2024
Q1 | $1.94M | Sell |
32,892
-2
| -0% | -$118 | 0.23% | 47 |
|
|
2023
Q4 | $1.55M | Buy |
32,894
+2
| +0% | +$94 | 0.19% | 53 |
|
|
2023
Q3 | $1.39M | Buy |
32,892
+1
| +0% | +$42 | 0.21% | 51 |
|
|
2023
Q2 | $1.31M | Buy |
32,891
+11
| +0% | +$437 | 0.19% | 56 |
|
|
2023
Q1 | $1.36M | Hold |
32,880
| – | – | 0.21% | 45 |
|
|
2022
Q4 | $1.59M | Sell |
32,880
-4,103
| -11% | -$199K | 0.26% | 40 |
|
|
2022
Q3 | $1.59M | Hold |
36,983
| – | – | 0.31% | 43 |
|
|
2022
Q2 | $1.68M | Hold |
36,983
| – | – | 0.31% | 38 |
|
|
2022
Q1 | $1.64M | Sell |
36,983
-3
| -0% | -$133 | 0.33% | 38 |
|
|
2021
Q4 | $1.35M | Hold |
36,986
| – | – | 0.28% | 39 |
|
|
2021
Q3 | $1.2M | Hold |
36,986
| – | – | 0.27% | 36 |
|
|
2021
Q2 | $1.22M | Hold |
36,986
| – | – | 0.29% | 34 |
|
|
2021
Q1 | $1.24M | Hold |
36,986
| – | – | 0.46% | 25 |
|
|
2020
Q4 | $1.09M | Hold |
36,986
| – | – | 0.41% | 26 |
|
|
2020
Q3 | $1.01M | Hold |
36,986
| – | – | 0.41% | 25 |
|
|
2020
Q2 | $942K | Hold |
36,986
| – | – | 0.42% | 25 |
|
|
2020
Q1 | $858K | Hold |
36,986
| – | – | 0.43% | 24 |
|
|
2019
Q4 | $1.14M | Hold |
36,986
| – | – | 0.52% | 22 |
|
|
2019
Q3 | $1.19M | Hold |
36,986
| – | – | 0.55% | 21 |
|
|
2019
Q2 | $1.08M | Sell |
36,986
-1
| -0% | -$29 | 0.52% | 21 |
|
|
2019
Q1 | $928K | Hold |
36,987
| – | – | 0.47% | 22 |
|
|
2018
Q4 | $810K | Hold |
36,987
| – | – | 0.43% | 23 |
|
|
2018
Q3 | $876K | Hold |
36,987
| – | – | 0.49% | 22 |
|
|
2018
Q2 | $794K | Hold |
36,987
| – | – | 0.45% | 21 |
|
|
2018
Q1 | $797K | Hold |
36,987
| – | – | 0.43% | 24 |
|
|
2017
Q4 | $785K | Hold |
36,987
| – | – | 0.52% | 16 |
|
|
2017
Q3 | $731K | Hold |
36,987
| – | – | 0.48% | 15 |
|
|
2017
Q2 | $758K | Hold |
36,987
| – | – | 0.51% | 14 |
|
|
2017
Q1 | $774K | Hold |
36,987
| – | – | 0.53% | 13 |
|
|
2016
Q4 | $729K | Hold |
36,987
| – | – | 0.54% | 13 |
|
|
2016
Q3 | $633K | Hold |
36,987
| – | – | 0.5% | 12 |
|
|
2016
Q2 | $657K | Hold |
36,987
| – | – | 0.53% | 12 |
|
|
2016
Q1 | $616K | Hold |
36,987
| – | – | 0.56% | 11 |
|
|
2015
Q4 | $600K | Hold |
36,987
| – | – | 0.54% | 13 |
|
|
2015
Q3 | $596K | Hold |
36,987
| – | – | 0.55% | 12 |
|
|
2015
Q2 | $569K | Hold |
36,987
| – | – | 0.53% | 14 |
|
|
2015
Q1 | $554K | Hold |
36,987
| – | – | 0.52% | 12 |
|
|
2014
Q4 | $562K | Buy |
+36,987
| New | +$562K | 0.55% | 12 |
|