Financial Security Advisor’s W.R. Berkley WRB Stock Holding History

Financial Security Advisor’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$383K	Buy
2025 Q1	$368K	Sell
2024 Q4	$306K	Buy
2024 Q3	$296K	Hold
2024 Q2	$275K	Sell
2024 Q1	$324K	Buy
2023 Q4	$259K	Sell
2023 Q3	$237K	Buy