Zions Bancorporation’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $15.5K | Hold |
265
| – | – | ﹤0.01% | 541 |
|
|
2024
Q3 | $15K | Sell |
265
-2
| -0.7% | -$112 | ﹤0.01% | 555 |
|
|
2024
Q2 | $14K | Hold |
267
| – | – | ﹤0.01% | 608 |
|
|
2024
Q1 | $15.7K | Hold |
267
| – | – | ﹤0.01% | 594 |
|
|
2023
Q4 | $12.6K | Buy |
267
+10
| +4% | +$456 | ﹤0.01% | 614 |
|
|
2023
Q3 | $10.9K | Hold |
257
| – | – | ﹤0.01% | 614 |
|
|
2023
Q2 | $10.2K | Sell |
257
-6
| -2% | -$236 | ﹤0.01% | 634 |
|
|
2023
Q1 | $10.9K | Buy |
263
+15
| +6% | +$671 | ﹤0.01% | 631 |
|
|
2022
Q4 | $12K | Hold |
248
| – | – | ﹤0.01% | 668 |
|
|
2022
Q3 | $11K | Hold |
248
| – | – | ﹤0.01% | 659 |
|
|
2022
Q2 | $11K | Hold |
248
| – | – | ﹤0.01% | 721 |
|
|
2022
Q1 | $11K | Sell |
248
-2
| -0.8% | -$80 | ﹤0.01% | 810 |
|
|
2021
Q4 | $9K | Buy |
250
+34
| +16% | +$1.21K | ﹤0.01% | 774 |
|
|
2021
Q3 | $7K | Buy |
216
+40
| +23% | +$1.32K | ﹤0.01% | 792 |
|
|
2021
Q2 | $6K | Hold |
176
| – | – | ﹤0.01% | 813 |
|
|
2021
Q1 | $6K | Hold |
176
| – | – | ﹤0.01% | 796 |
|
|
2020
Q4 | $5K | Hold |
176
| – | – | ﹤0.01% | 798 |
|
|
2020
Q3 | $5K | Hold |
176
| – | – | ﹤0.01% | 828 |
|
|
2020
Q2 | $4K | Sell |
176
-11
| -6% | -$270 | ﹤0.01% | 788 |
|
|
2020
Q1 | $4K | Buy |
187
+11
| +6% | +$328 | ﹤0.01% | 747 |
|
|
2019
Q4 | $5K | Hold |
176
| – | – | ﹤0.01% | 803 |
|
|
2019
Q3 | $6K | Buy |
+176
| New | +$5.5K | ﹤0.01% | 776 |
|
|
2018
Q4 | – | Sell |
-435
| Closed | -$10K | – | 776 |
|
|
2018
Q3 | $10K | Buy |
+435
| New | +$9.88K | ﹤0.01% | 567 |
|
|
2017
Q4 | – | Sell |
-500
| Closed | -$10K | – | 979 |
|
|
2017
Q3 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 844 |
|
|
2017
Q1 | – | Sell |
-176
| Closed | -$3K | – | 843 |
|
|
2016
Q4 | $3K | Hold |
176
| – | – | ﹤0.01% | 723 |
|
|
2016
Q3 | $3K | Hold |
176
| – | – | ﹤0.01% | 686 |
|
|
2016
Q2 | $3K | Hold |
176
| – | – | ﹤0.01% | 668 |
|
|
2016
Q1 | $3K | Hold |
176
| – | – | ﹤0.01% | 726 |
|
|
2015
Q4 | $3K | Hold |
176
| – | – | ﹤0.01% | 681 |
|
|
2015
Q3 | $3K | Buy |
+176
| New | +$2.88K | ﹤0.01% | 699 |
|
|
2015
Q2 | – | Sell |
-176
| Closed | -$3K | – | 743 |
|
|
2015
Q1 | $3K | Buy |
+176
| New | +$2.62K | ﹤0.01% | 747 |
|
Other funds holding WRB
Zions Bancorporation's WRB Position: Q4 2024 in Review
Zions Bancorporation held its W.R. Berkley (WRB) position steady in Q4 2024 at 265 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #541.
Zions Bancorporation first reported a position in WRB in Q1 2015 and has held it in 31 quarters since. The position peaked at $15.7K in Q1 2024. 874 funds tracked by Wall St. Rank hold WRB as of Q4 2024.
- Zions Bancorporation held 265 shares of W.R. Berkley worth $15.5K as of Q4 2024.
- Zions Bancorporation left its W.R. Berkley share count unchanged in Q4 2024.
- W.R. Berkley made up ﹤0.01% of Zions Bancorporation's portfolio in Q4 2024, its #541 holding.
- Zions Bancorporation first reported a position in W.R. Berkley in Q1 2015 and has held it in 31 quarters since.
- Zions Bancorporation's W.R. Berkley position peaked at $15.7K in Q1 2024.
- 874 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2024.
Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.