First Trust Direct Indexing’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
2024
Q4
Sell
2024
Q3
$1.06M Sell
2024
Q2
$999K Buy
2024
Q1
$904K Buy
2023
Q4
$669K Buy
2023
Q3
$496K Buy
2023
Q2
$445K Buy
2023
Q1
$388K Buy