Financial Strategies Group’s W.R. Berkley WRB Stock Holding History

Financial Strategies Group’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	$7.69M	Sell
2025 Q1	$7.74M	Sell
2024 Q4	$6.77M	Buy
2024 Q3	$6.81M	Buy
2024 Q2	$5.92M	Buy
2024 Q1	$5.27M	Buy
2023 Q4	$4.13M	Buy
2023 Q3	$2.71M	Buy