Aurelius Family Office’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	$552K	Hold	7,519	–	–	0.26%	34
2025 Q1	$535K	Sell	7,519 -7,480	-50%	-$532K	0.27%	34
2024 Q4	$878K	Buy	+14,999	New	+$878K	0.44%	30