Farther Finance Advisors’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
2025
Q3
$808K Buy
2025
Q2
$655K Buy
2025
Q1
$607K Buy
2024
Q4
$217K Buy
2024
Q3
$205K Buy
2024
Q2
$172K Buy
2024
Q1
$79.4K Buy
2023
Q4
$60.7K Buy
2023
Q3
$39.7K Buy
2023
Q2
$29.5K Buy
2023
Q1
$9.28K Buy
2022
Q4
$7.91K Buy