Abacus Planning Group’s W.R. Berkley WRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$315K	Buy	4,287 +1,373	+47%	+$101K	0.05%	179
2025 Q1	$207K	Buy	+2,914	New	+$207K	0.04%	210