Number of Shares
3,375.00
Current Holdings Value*
$240,170.00
% of Portfolio
0.08%
Total Estimate Gain
$24,536.25
% of Total Estimate Gain
11.86%

AIMZ Investment Advisors, LLC's WR Berkley Corp Holding Summary

As of 2025-03-31, AIMZ Investment Advisors, LLC held 3,375.00 shares of WR Berkley Corp(WRB), totaling $240,170.00. This investment constitutes 0.08% of their stock portfolio, and AIMZ Investment Advisors, LLC now holds 0% of the outstanding WR Berkley Corp(WRB) stock.

The initial trade took place in 2025Q1. And since then AIMZ Investment Advisors, LLC has made 1 purchases of WRB, at an average price of $61.28, for a total of 3,375.00 shares. Based on historical transaction data and WRB's current price of $68.55, AIMZ Investment Advisors, LLC's estimated gain on his WRB holdings is $24,536.25, reflecting a 11.86% gain to date.

AIMZ Investment Advisors, LLC WRB ($68.55) Holding Chart

AIMZ Investment Advisors, LLC WRB ($68.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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