Deseret Mutual Benefit Administrators’s W.R. Berkley WRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$38.4K	Buy	579 +271	+88%	+$18.7K	0.01%	457
2025 Q4	$21.6K	Hold	308	–	–	0.01%	461
2025 Q3	$23.6K	Sell	308 -71	-19%	-$5.05K	0.01%	432
2025 Q2	$27.8K	Hold	379	–	–	0.01%	396
2025 Q1	$27K	Hold	379	–	–	0.01%	395
2024 Q4	$22.2K	Sell	379 -23	-6%	-$1.38K	0.01%	422
2024 Q3	$22.8K	Hold	402	–	–	0.01%	414
2024 Q2	$21.1K	Hold	402	–	–	0.01%	419
2024 Q1	$23.7K	Hold	402	–	–	0.01%	415
2023 Q4	$19K	Sell	402 -122	-23%	-$5.56K	0.01%	432
2023 Q3	$22.2K	Hold	524	–	–	0.01%	426
2023 Q2	$20.8K	Hold	524	–	–	0.01%	438
2023 Q1	$21.7K	Hold	524	–	–	0.01%	426
2022 Q4	$25.3K	Sell	524 -463	-47%	-$22.3K	0.01%	409
2022 Q3	$42K	Sell	987 -329	-25%	-$14.3K	0.01%	420
2022 Q2	$60K	Hold	1,316	–	–	0.01%	397
2022 Q1	$58K	Sell	1,316 -241	-15%	-$9.61K	0.01%	438
2021 Q4	$57K	Sell	1,557 -430	-22%	-$15.2K	0.01%	456
2021 Q3	$65K	Hold	1,987	–	–	0.01%	431
2021 Q2	$66K	Buy	+1,987	New	+$68.8K	0.02%	444