Anchor Investment Management’s W.R. Berkley WRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$102K	Hold	1,545	–	–	0.01%	478
2025 Q4	$108K	Hold	1,545	–	–	0.01%	468
2025 Q3	$118K	Hold	1,545	–	–	0.01%	450
2025 Q2	$114K	Hold	1,545	–	–	0.01%	455
2025 Q1	$110K	Hold	1,545	–	–	0.01%	443
2024 Q4	$90.4K	Hold	1,545	–	–	0.01%	479
2024 Q3	$87.6K	Buy	+1,545	New	+$86.8K	0.01%	492
2022 Q1	–	Sell	-81	Closed	-$2.97K	–	1052
2021 Q4	$2.97K	Hold	81	–	–	﹤0.01%	912
2021 Q3	$2.63K	Hold	81	–	–	﹤0.01%	833
2021 Q2	$2.68K	Hold	81	–	–	﹤0.01%	858
2021 Q1	$2.71K	Hold	81	–	–	﹤0.01%	845
2020 Q4	$2.39K	Hold	81	–	–	﹤0.01%	829
2020 Q3	$2.2K	Hold	81	–	–	﹤0.01%	811
2020 Q2	$2.06K	Hold	81	–	–	﹤0.01%	786
2020 Q1	$1.88K	Hold	81	–	–	﹤0.01%	774
2019 Q4	$2.49K	Buy	+81	New	+$2.5K	﹤0.01%	755