Transform Wealth, LLC Berkley W R Corp Transaction History

Transform Wealth, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 15, 2022	SELL	$65.95 - $72.27 $804,128 - $881,188	-12,193 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$54.17 - $67.08 $485,579 - $601,305	8,964 Added 277.61%	12,193 $812,000
Q4 2021 Jan 26, 2022	SELL	$49.31 - $56.33 $159,172 - $181,833	-3,228 Reduced 49.99%	3,229 $266,000
Q1 2021 Apr 22, 2021	SELL	$41.09 - $51.39 $132,309 - $165,475	-3,220 Reduced 33.27%	6,457 $487,000
Q4 2020 Jan 20, 2021	SELL	$40.08 - $47.06 $57,715 - $67,766	-1,440 Reduced 12.95%	9,677 $643,000
Q2 2020 Jul 22, 2020	SELL	$31.29 - $43.59 $125,160 - $174,360	-4,000 Reduced 26.46%	11,117 $637,000
Q1 2020 Apr 30, 2020	BUY	$28.91 - $52.99 $437,032 - $801,049	15,117 New	15,117 $789,000

791

191M

627K

89K

Ticker WRB
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 265,802,000
Market Cap $15.4B
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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