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Concurrent Investment Advisors’s W.R. Berkley WRB Stock Holding History

Concurrent Investment Advisors’s Portfolio WRB Stock Details WRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$264K Buy
3,596
+300
+9% +$22K 0.01% 1119
2025
Q1 		$235K Buy
+3,296
New +$235K 0.01% 1046