Beacon Pointe Advisors’s W.R. Berkley WRB Stock Holding History

Beacon Pointe 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 Q2	$1.68M	Sell
2025 Q1	$1.72M	Sell
2024 Q4	$1.43M	Sell
2024 Q3	$1.4M	Sell
2024 Q2	$2.05M	Sell
2024 Q1	$2.58M	Sell
2023 Q4	$2.1M	Buy
2023 Q3	$1.66M	Buy
2022 Q2	–	Sell
2022 Q1	$314K	Buy