Bellwether Advisors’s W.R. Berkley WRB Stock Holding History

Bellwether 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	$25.3K	Buy
2023 Q2	–	Sell
2023 Q1	$63.9K	Hold
2022 Q4	$74.5K	Sell
2022 Q3	$1.24M	Sell
2022 Q2	$1.46M	Buy
2022 Q1	$14K	Hold
2021 Q4	$12K	Hold
2021 Q3	$10K	Buy