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Custom Index Systems’s W.R. Berkley WRB Stock Holding History

Custom Index Systems’s Portfolio WRB Stock Details WRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,001
Closed -$761K – 362
2024
Q4 		$761K Buy
13,001
+426
+3% +$24.9K 0.41% 72
2024
Q3 		$713K Buy
12,575
+7,029
+127% +$399K 0.39% 82
2024
Q2 		$436K Buy
+5,546
New +$436K 0.25% 112