Callan 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
$2.56M Buy
34,903
+28,005
+406% +$2.06M 0.08% 237
2025
Q1
$491K Sell
6,898
-12,694
-65% -$903K 0.04% 322
2024
Q4
$1.15M Buy
+19,592
New +$1.15M 0.07% 225