Convergence Investment Partners’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
2025 Q4	–	Sell	-13,731	Closed	-$1.05M	–	304
2025 Q3	$1.05M	Sell	13,731 -4,686	-25%	-$334K	0.24%	152
2025 Q2	$1.35M	Buy	18,417 +3,422	+23%	+$245K	0.34%	96
2025 Q1	$1.07M	Buy	+14,995	New	+$919K	0.3%	120
2022 Q3	–	Sell	-3,725	Closed	-$169K	–	255
2022 Q2	$169K	Buy	+3,725	New	+$169K	0.1%	174
2020 Q1	–	Sell	-33,316	Closed	-$1.02M	–	272
2019 Q4	$1.02M	Buy	33,316 +2,540	+8%	+$78.4K	0.29%	125
2019 Q3	$988K	Buy	+30,776	New	+$961K	0.28%	139
2015 Q1	–	Sell	-101,321	Closed	-$1.54M	–	424
2014 Q4	$1.54M	Buy	+101,321	New	+$1.52M	0.21%	171