Y-Intercept (HK)’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
Q1 | – | Sell |
-13,105
| Closed | -$767K | – | 1655 |
|
|
2024
Q4 | $767K | Sell |
13,105
-47,324
| -78% | -$2.77M | 0.05% | 540 |
|
|
2024
Q3 | $3.43M | Buy |
+60,429
| New | +$3.43M | 0.21% | 102 |
|
|
2023
Q2 | – | Sell |
-13,220
| Closed | -$549K | – | 1775 |
|
|
2023
Q1 | $549K | Buy |
+13,220
| New | +$549K | 0.06% | 479 |
|
|
2022
Q3 | – | Sell |
-13,833
| Closed | -$629K | – | 1310 |
|
|
2022
Q2 | $629K | Buy |
+13,833
| New | +$629K | 0.08% | 347 |
|