Brendel Financial Advisors’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	$201K	Buy	+2,737	New	+$201K	0.11%	100
2024 Q2	–	Sell	-29,244	Closed	-$1.72M	–	97
2024 Q1	$1.72M	Buy	29,244 +304	+1%	+$17.9K	1.97%	23
2023 Q4	$1.36M	Buy	+28,940	New	+$1.36M	0.89%	42