B. Riley Wealth Advisors’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
2025 Q4	–	Sell	-2,889	Closed	-$221K	–	1166
2025 Q3	$221K	Sell	2,889 -1,609	-36%	-$115K	0.01%	855
2025 Q2	$330K	Buy	+4,498	New	+$322K	0.02%	671
2024 Q4	$258K	Sell	4,416 -230	-5%	-$13.8K	0.01%	930
2024 Q3	$264K	Buy	4,646 +26	+0.6%	+$1.46K	0.01%	1017
2024 Q2	$242K	Sell	4,620 -4,389	-49%	-$235K	0.01%	1131
2024 Q1	$385K	Buy	9,009 +4,431	+97%	+$240K	0.01%	927
2023 Q4	$216K	Sell	4,578 -4,431	-49%	-$202K	0.01%	1218
2023 Q3	$385K	Sell	9,009 -4,181	-32%	-$173K	0.01%	927
2023 Q2	$524K	Sell	13,190 -4,285	-25%	-$168K	0.01%	828
2023 Q1	$725K	Sell	17,475 -3,923	-18%	-$176K	0.02%	661
2022 Q4	$1.04M	Buy	21,398 +3,195	+18%	+$154K	0.03%	521
2022 Q3	$784K	Buy	18,203 +5,967	+49%	+$259K	0.02%	582
2022 Q2	$559K	Buy	12,236 +41	+0.3%	+$1.86K	0.02%	614
2022 Q1	$543K	Buy	+12,195	New	+$486K	0.02%	710