YHB Investment Advisors’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 | $612K | Hold |
8,336
| – | – | 0.05% | 196 |
|
|
2025
Q1 | $593K | Sell |
8,336
-3,000
| -26% | -$213K | 0.05% | 191 |
|
|
2024
Q4 | $663K | Hold |
11,336
| – | – | 0.05% | 177 |
|
|
2024
Q3 | $643K | Sell |
11,336
-4,704
| -29% | -$267K | 0.05% | 181 |
|
|
2024
Q2 | $840K | Sell |
16,040
-75
| -0.5% | -$3.93K | 0.07% | 156 |
|
|
2024
Q1 | $950K | Hold |
16,115
| – | – | 0.08% | 153 |
|
|
2023
Q4 | $760K | Sell |
16,115
-75
| -0.5% | -$3.54K | 0.07% | 156 |
|
|
2023
Q3 | $685K | Hold |
16,190
| – | – | 0.06% | 160 |
|
|
2023
Q2 | $643K | Hold |
16,190
| – | – | 0.06% | 171 |
|
|
2023
Q1 | $672K | Hold |
16,190
| – | – | 0.07% | 167 |
|
|
2022
Q4 | $783K | Sell |
16,190
-37
| -0.2% | -$1.79K | 0.08% | 156 |
|
|
2022
Q3 | $699K | Buy |
16,227
+9,315
| +135% | +$401K | 0.08% | 165 |
|
|
2022
Q2 | $315K | Sell |
6,912
-38
| -0.5% | -$1.73K | 0.03% | 220 |
|
|
2022
Q1 | $309K | Buy |
+6,950
| New | +$309K | 0.03% | 239 |
|
|
2018
Q4 | – | Sell |
-60,696
| Closed | -$1.44M | – | 192 |
|
|
2018
Q3 | $1.44M | Sell |
60,696
-57,729
| -49% | -$1.37M | 0.22% | 103 |
|
|
2018
Q2 | $2.54M | Sell |
118,425
-1,013
| -0.8% | -$21.7K | 0.42% | 73 |
|
|
2018
Q1 | $2.57M | Hold |
119,438
| – | – | 0.44% | 74 |
|
|
2017
Q4 | $2.54M | Hold |
119,438
| – | – | 0.43% | 75 |
|
|
2017
Q3 | $2.36M | Buy |
119,438
+56,025
| +88% | +$1.11M | 0.42% | 74 |
|
|
2017
Q2 | $1.3M | Sell |
63,413
-56,869
| -47% | -$1.17M | 0.22% | 97 |
|
|
2017
Q1 | $2.42M | Sell |
120,282
-607
| -0.5% | -$12.2K | 0.47% | 68 |
|
|
2016
Q4 | $2.38M | Buy |
120,889
+56,700
| +88% | +$1.12M | 0.5% | 65 |
|
|
2016
Q3 | $1.1M | Sell |
64,189
-56,700
| -47% | -$971K | 0.27% | 94 |
|
|
2016
Q2 | $2.15M | Buy |
120,889
+74,165
| +159% | +$1.32M | 0.47% | 65 |
|
|
2016
Q1 | $778K | Sell |
46,724
-76,950
| -62% | -$1.28M | 0.21% | 98 |
|
|
2015
Q4 | $2.01M | Hold |
123,674
| – | – | 0.45% | 68 |
|
|
2015
Q3 | $1.99M | Sell |
123,674
-8,690
| -7% | -$140K | 0.47% | 67 |
|
|
2015
Q2 | $2.04M | Buy |
132,364
+2,194
| +2% | +$33.8K | 0.44% | 71 |
|
|
2015
Q1 | $1.95M | Sell |
130,170
-3,544
| -3% | -$53K | 0.44% | 71 |
|
|
2014
Q4 | $2.03M | Sell |
133,714
-844
| -0.6% | -$12.8K | 0.47% | 71 |
|
|
2014
Q3 | $1.91M | Sell |
134,558
-1,134
| -0.8% | -$16.1K | 0.46% | 70 |
|
|
2014
Q2 | $1.86M | Buy |
135,692
+1,198
| +0.9% | +$16.4K | 0.45% | 72 |
|
|
2014
Q1 | $1.66M | Buy |
134,494
+9,450
| +8% | +$117K | 0.42% | 77 |
|
|
2013
Q4 | $1.61M | Sell |
125,044
-20,925
| -14% | -$269K | 0.43% | 75 |
|
|
2013
Q3 | $1.85M | Sell |
145,969
-37,125
| -20% | -$472K | 0.55% | 60 |
|
|
2013
Q2 | $2.22M | Buy |
+183,094
| New | +$2.22M | 0.69% | 52 |
|