Annis Gardner Whiting Capital Advisors’s W.R. Berkley WRB Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$216K	Buy
2025 Q2	$5.8K	Sell
2025 Q1	$6.9K	Buy
2024 Q4	$2.98K	Hold
2024 Q3	$2.89K	Hold
2024 Q2	$2.67K	Sell
2024 Q1	$3.1K	Buy
2023 Q4	$2.4K	Hold
2023 Q3	$2.18K	Buy