YHB Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $633K | Sell |
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|
2025
Q2 | $612K | Hold |
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|
2025
Q1 | $593K | Sell |
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|
2024
Q4 | $663K | Hold |
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|
2024
Q3 | $643K | Sell |
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|
2024
Q2 | $840K | Sell |
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|
2024
Q1 | $950K | Hold |
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|
2023
Q4 | $760K | Sell |
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|
2023
Q3 | $685K | Hold |
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|
2023
Q2 | $643K | Hold |
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|
2023
Q1 | $672K | Hold |
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|
2022
Q4 | $783K | Sell |
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|
2022
Q3 | $699K | Buy |
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|
2022
Q2 | $315K | Sell |
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|
2022
Q1 | $309K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.44M | Sell |
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|
2018
Q2 | $2.54M | Sell |
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|
2018
Q1 | $2.57M | Hold |
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|
2017
Q4 | $2.54M | Hold |
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|
2017
Q3 | $2.36M | Buy |
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|
2017
Q2 | $1.3M | Sell |
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|
2017
Q1 | $2.42M | Sell |
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|
2016
Q4 | $2.38M | Buy |
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|
2016
Q3 | $1.1M | Sell |
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|
2016
Q2 | $2.15M | Buy |
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|
2016
Q1 | $778K | Sell |
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|
2015
Q4 | $2.01M | Hold |
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|
2015
Q3 | $1.99M | Sell |
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|
2015
Q2 | $2.04M | Buy |
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|
2015
Q1 | $1.95M | Sell |
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|
2014
Q4 | $2.03M | Sell |
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|
2014
Q3 | $1.91M | Sell |
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|
2014
Q2 | $1.86M | Buy |
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|
2014
Q1 | $1.66M | Buy |
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|
2013
Q4 | $1.61M | Sell |
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|
2013
Q3 | $1.85M | Sell |
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|
2013
Q2 | $2.22M | Buy |
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