Cornerstone Financial Group’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	$274K	Sell	3,727 -220	-6%	-$16.2K	0.23%	61
2025 Q1	$285K	Sell	3,947 -28	-0.7%	-$2.02K	0.26%	58
2024 Q4	$233K	Buy	+3,975	New	+$233K	0.23%	63