CAG
WRB icon

Cypress Advisory Group’s W.R. Berkley WRB Stock Holding History

Cypress Advisory Group’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.83M Hold
24,910
– – 1.42% 19
2025
Q1 		$1.77M Buy
24,910
+525
+2% +$37.4K 1.62% 16
2024
Q4 		$1.43M Buy
+24,385
New +$1.43M 1.31% 24