Aspen Investment 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
2024 Q2	–	Sell	-10,301	Closed	-$607K	–	159
2024 Q1	$607K	Buy	10,301 +2,931	+40%	+$173K	0.31%	90
2023 Q4	$347K	Buy	+7,370	New	+$347K	0.19%	110