Coastal Bridge 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	$746K	Buy	10,157 +138	+1%	+$10.1K	0.06%	235
2025 Q1	$713K	Buy	+10,019	New	+$713K	0.18%	130