Activest Wealth Management’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	$1.76K	Buy	24 +11	+85%	+$808	﹤0.01%	705
2025 Q1	$925	Buy	+13	New	+$925	﹤0.01%	776
2024 Q4	–	Hold	0	–	–	–	1188
2024 Q3	–	Hold	0	–	–	–	763
2024 Q2	–	Hold	0	–	–	–	698