Citizens Financial Group’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
2026 Q1	$215K	Sell	3,240 -1,735	-35%	-$119K	﹤0.01%	790
2025 Q4	$349K	Sell	4,975 -577	-10%	-$42.5K	﹤0.01%	623
2025 Q3	$425K	Buy	5,552 +1,696	+44%	+$121K	0.01%	564
2025 Q2	$284K	Buy	3,856 +442	+13%	+$31.7K	﹤0.01%	589
2025 Q1	$243K	Sell	3,414 -16	-0.5%	-$981	﹤0.01%	547
2024 Q4	$201K	Buy	+3,430	New	+$205K	﹤0.01%	561
2021 Q2	–	Sell	-6,896	Closed	-$231K	–	365
2021 Q1	$231K	Buy	+6,896	New	+$213K	0.01%	285
2020 Q3	–	Sell	-3,092	Closed	-$79K	–	946
2020 Q2	$79K	Hold	3,092	–	–	0.01%	397
2020 Q1	$72K	Buy	3,092 +156	+5%	+$4.65K	0.01%	370
2019 Q4	$90K	Hold	2,936	–	–	0.01%	344
2019 Q3	$94K	Hold	2,936	–	–	0.01%	296
2019 Q2	$87K	Hold	2,936	–	–	0.01%	297
2019 Q1	$74K	Buy	+2,936	New	+$69.2K	0.01%	315