Cornerstone Planning 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	$3.36K	Buy	48 +28	+140%	+$1.96K	﹤0.01%	817
2025 Q1	$1.43K	Buy	20 +10	+100%	+$713	﹤0.01%	1057
2024 Q4	$592	Buy	10 +4	+67%	+$237	﹤0.01%	1081
2024 Q3	$346	Buy	+6	New	+$346	﹤0.01%	1166