Zacks Investment 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 | $23.5M | Buy |
319,707
+865
| +0.3% | +$63.6K | 0.2% | 124 |
|
|
2025
Q1 | $22.7M | Buy |
318,842
+10,547
| +3% | +$751K | 0.21% | 120 |
|
|
2024
Q4 | $18M | Sell |
308,295
-25,784
| -8% | -$1.51M | 0.17% | 136 |
|
|
2024
Q3 | $19M | Buy |
+334,079
| New | +$19M | 0.16% | 135 |
|
|
2024
Q2 | – | Sell |
-264,057
| Closed | -$15.6M | – | 722 |
|
|
2024
Q1 | $15.6M | Buy |
264,057
+95,535
| +57% | +$5.63M | 0.17% | 133 |
|
|
2023
Q4 | $7.95M | Buy |
168,522
+231
| +0.1% | +$10.9K | 0.1% | 160 |
|
|
2023
Q3 | $7.12M | Buy |
168,291
+1,005
| +0.6% | +$42.5K | 0.09% | 162 |
|
|
2023
Q2 | $6.64M | Sell |
167,286
-3,014
| -2% | -$120K | 0.08% | 163 |
|
|
2023
Q1 | $7.07M | Buy |
170,300
+12,651
| +8% | +$525K | 0.09% | 156 |
|
|
2022
Q4 | $7.63M | Buy |
157,649
+100,767
| +177% | +$4.88M | 0.11% | 158 |
|
|
2022
Q3 | $2.45M | Buy |
56,882
+2,366
| +4% | +$102K | 0.04% | 243 |
|
|
2022
Q2 | $2.48M | Buy |
+54,516
| New | +$2.48M | 0.04% | 238 |
|
|
2022
Q1 | – | Sell |
-14,936
| Closed | -$547K | – | 674 |
|
|
2021
Q4 | $547K | Sell |
14,936
-132,549
| -90% | -$4.85M | 0.01% | 447 |
|
|
2021
Q3 | $4.8M | Buy |
147,485
+4,104
| +3% | +$133K | 0.08% | 187 |
|
|
2021
Q2 | $4.74M | Buy |
+143,381
| New | +$4.74M | 0.08% | 188 |
|
|
2019
Q4 | – | Sell |
-13,057
| Closed | -$419K | – | 599 |
|
|
2019
Q3 | $419K | Buy |
+13,057
| New | +$419K | 0.01% | 455 |
|
|
2015
Q1 | – | Sell |
-68,951
| Closed | -$1.05M | – | 720 |
|
|
2014
Q4 | $1.05M | Buy |
68,951
+3,800
| +6% | +$57.7K | 0.03% | 270 |
|
|
2014
Q3 | $923K | Buy |
65,151
+7,600
| +13% | +$108K | 0.03% | 274 |
|
|
2014
Q2 | $790K | Buy |
+57,551
| New | +$790K | 0.03% | 310 |
|