Arax Advisory Partners’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	$419K	Sell	6,322 -1,969	-24%	-$136K	0.01%	718
2025 Q4	$581K	Sell	8,291 -13,422	-62%	-$989K	0.02%	543
2025 Q3	$1.66M	Buy	21,713 +14,987	+223%	+$1.07M	0.02%	509
2025 Q2	$494K	Sell	6,726 -253	-4%	-$18.1K	0.02%	400
2025 Q1	$497K	Buy	6,979 +4,913	+238%	+$301K	0.03%	319
2024 Q4	$121K	Buy	2,066 +1,135	+122%	+$68K	0.01%	620
2024 Q3	$52.8K	Buy	931 +14	+2%	+$786	﹤0.01%	699
2024 Q2	$48K	Buy	917 +444	+94%	+$23.8K	﹤0.01%	678
2024 Q1	$27.9K	Hold	473	–	–	﹤0.01%	611
2023 Q4	$22.3K	Hold	473	–	–	﹤0.01%	631
2023 Q3	$20K	Hold	473	–	–	﹤0.01%	584
2023 Q2	$18.8K	Hold	473	–	–	﹤0.01%	596
2023 Q1	$19.6K	Sell	473 -273	-37%	-$12.2K	﹤0.01%	589
2022 Q4	$36.1K	Hold	746	–	–	0.01%	490
2022 Q3	$32K	Buy	746 +2	+0.3%	+$87	0.01%	504
2022 Q2	$34K	Buy	+744	New	+$33.8K	0.01%	482