Rockbridge Investment Management, Lcc Berkley W R Corp Transaction History

Rockbridge Investment Management, Lcc

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$62.44 - $73.65 $88,040 - $103,846	-1,410 Closed	0 $0
Q3 2022 May 28, 2024	SELL	$22.92 - $69.36 $2,567 - $7,768	-112 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$54.17 - $67.08 $6,067 - $7,512	112 New	112 $7,000
Q1 2021 May 20, 2021	BUY	$41.09 - $51.39 $3,081 - $3,854	75 Added 5.62%	1,410 $106,000
Q3 2020 Nov 03, 2020	BUY	$37.2 - $43.0 $49,662 - $57,405	1,335 New	1,335 $82,000

844

250M

213K

155K

Ticker WRB
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 265,802,000
Market Cap $15.7B
Description
W. R. Berkley Corporation, an insurance holding company, operates as a commercial lines writer in the United States and internationally. It operates in two segments, Insurance and Reinsurance & Monoline Excess. The Insurance segment underwrites commercial insurance business, including premises operations, commercial automobile, property, pro...

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