Forum Financial Management’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
2026 Q1	–	Sell	-7,122	Closed	-$499K	–	994
2025 Q4	$499K	Hold	7,122	–	–	0.01%	472
2025 Q3	$546K	Buy	7,122 +1	+0%	+$71	0.01%	427
2025 Q2	$523K	Buy	7,121 +10	+0.1%	+$717	0.01%	389
2025 Q1	$506K	Buy	+7,111	New	+$436K	0.01%	368
2024 Q4	–	Sell	-11,099	Closed	-$630K	–	965
2024 Q3	$630K	Buy	11,099 +6	+0.1%	+$337	0.01%	268
2024 Q2	$581K	Buy	11,093 +2,084	+23%	+$112K	0.01%	268
2024 Q1	$531K	Sell	9,009 -95	-1%	-$5.14K	0.01%	305
2023 Q4	$429K	Hold	9,104	–	–	0.01%	334
2023 Q3	$385K	Hold	9,104	–	–	0.01%	346
2023 Q2	$361K	Hold	9,104	–	–	0.01%	382
2023 Q1	$378K	Hold	9,104	–	–	0.01%	333
2022 Q4	$440K	Sell	9,104 -61	-0.7%	-$2.94K	0.01%	280
2022 Q3	$395K	Hold	9,165	–	–	0.02%	274
2022 Q2	$417K	Sell	9,165 -38	-0.4%	-$1.73K	0.02%	266
2022 Q1	$408K	Sell	9,203 -112	-1%	-$4.47K	0.02%	289
2021 Q4	$341K	Buy	+9,315	New	+$330K	0.02%	354