Crestwood Advisors 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	$273K	Buy	3,721 +158	+4%	+$11.6K	﹤0.01%	463
2025 Q1	$254K	Sell	3,563 -11	-0.3%	-$783	﹤0.01%	451
2024 Q4	$209K	Buy	+3,574	New	+$209K	﹤0.01%	437