DT Investment Partners’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	$7.42K	Hold	112	–	–	﹤0.01%	417
2025 Q4	$7.85K	Hold	112	–	–	﹤0.01%	437
2025 Q3	$8.58K	Hold	112	–	–	﹤0.01%	423
2025 Q2	$8.23K	Hold	112	–	–	﹤0.01%	426
2025 Q1	$7.97K	Hold	112	–	–	﹤0.01%	432
2024 Q4	$6.55K	Hold	112	–	–	﹤0.01%	464
2024 Q3	$6.35K	Sell	112 -1	-0.9%	-$56	﹤0.01%	493
2024 Q2	$5.89K	Hold	113	–	–	﹤0.01%	417
2024 Q1	$6.63K	Hold	113	–	–	﹤0.01%	367
2023 Q4	$6.12K	Hold	113	–	–	﹤0.01%	365
2023 Q3	$4.76K	Hold	113	–	–	﹤0.01%	375
2023 Q2	$4.63K	Hold	113	–	–	﹤0.01%	382
2023 Q1	$4.48K	Hold	113	–	–	﹤0.01%	385
2022 Q4	$5.44K	Hold	113	–	–	﹤0.01%	382
2022 Q3	$5K	Buy	+113	New	+$4.91K	﹤0.01%	372