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

Claro 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	–	Sell
2025 Q1	$697K	Sell
2024 Q4	$636K	Sell
2024 Q3	$792K	Buy
2024 Q2	$705K	Sell
2024 Q1	$862K	Sell
2023 Q4	$695K	Buy
2023 Q3	$614K	Buy