EP Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.06M	Sell	28,100 -5,131	-15%	-$377K	0.01%	406
2025 Q1	$2.36M	Sell	33,231 -18,327	-36%	-$1.3M	0.02%	336
2024 Q4	$3.02M	Sell	51,558 -14,178	-22%	-$830K	0.02%	286
2024 Q3	$3.73M	Buy	+65,736	New	+$3.73M	0.03%	253