OPTIMUM SMALL-MID CAP GROWTH FUND WRB Holdings History
OPTIMUM SMALL-MID CAP GROWTH FUND's WR Berkley Corp Holding Summary
As of 2025-03-31, OPTIMUM FUND TRUST held 131,617.00 shares of WR Berkley Corp(WRB), totaling $9.37 Mil. This investment constitutes 1.49% of their stock portfolio, and OPTIMUM FUND TRUST now holds 0.03% of the outstanding WR Berkley Corp(WRB) stock.
The initial trade took place in 2023Q4. And since then OPTIMUM SMALL-MID CAP GROWTH FUND has made 3 purchases of WRB, at an average price of $52.50, for a total of 314,081.50 shares. In addition, there have been 1 sales at an average price of $53.56 for 182,464.50 shares. Based on historical transaction data and WRB's current price of $68.13, OPTIMUM SMALL-MID CAP GROWTH FUND's estimated gain on his WRB holdings is $2.25 Mil, reflecting a 13.65% gain to date.
OPTIMUM SMALL-MID CAP GROWTH FUND WRB ($68.13) Holding Chart
OPTIMUM SMALL-MID CAP GROWTH FUND WRB ($68.13) 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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