Diversify Advisory Services’s W.R. Berkley WRB Stock Holding History

Diversify Advisory Services’s Portfolio WRB Stock Details WRB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$339K	Buy
2025 Q3	$356K	Buy
2025 Q2	$311K	Sell
2025 Q1	$330K	Sell
2024 Q4	$740K	Sell
2024 Q3	$919K	Buy
2024 Q2	$349K	Sell
2024 Q1	$839K	Buy